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Grant Private Wealth Management’s Union Pacific UNP Stock Holding History

Grant Private 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
2026
Q2 		$208K Buy
+765
New +$201K 0.09% 156
2025
Q2 		– Sell
-864
Closed -$204K – 142
2025
Q1 		$204K Buy
+864
New +$208K 0.22% 115

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Grant Private Wealth Management's UNP Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in Union Pacific (UNP) in Q2 2026: 765 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #156 among its holdings. This is a return to the name: Grant Private Wealth Management previously reported a position in UNP as recently as Q1 2025.

Grant Private Wealth Management first reported a position in UNP in Q1 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Grant Private Wealth Management held 765 shares of Union Pacific worth $208K as of Q2 2026.
  • Union Pacific was a new Grant Private Wealth Management position in Q2 2026.
  • Union Pacific made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Grant Private Wealth Management first reported a position in Union Pacific in Q1 2025 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.