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Golden State Wealth Management’s Union Pacific UNP Stock Holding History

Golden State Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2
Closed -$1K – 881
2019
Q3 		$1K Buy
+2
New +$336 ﹤0.01% 1045

Other funds holding UNP

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Massachusetts Financial Services
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Golden State Wealth Management's UNP Position: Q2 2026 in Review

Golden State Wealth Management increased its Union Pacific (UNP) stake by 1% in Q2 2026, buying an estimated $5.51K and bringing the position to 2,068 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #266.

Golden State Wealth Management first reported a position in UNP in Q1 2019 and has held it in 19 quarters since. The position peaked at $878K in Q4 2021. 1,730 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Golden State Wealth Management held 2,068 shares of Union Pacific worth $563K as of Q2 2026.
  • Golden State Wealth Management bought 21 Union Pacific shares in Q2 2026, an estimated $5.51K.
  • Union Pacific made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Golden State Wealth Management first reported a position in Union Pacific in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Union Pacific position peaked at $878K in Q4 2021.
  • 1,730 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.