Grant Private Wealth Management
UNP icon

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
Q3 		– Sell
-765
Closed -$208K – 183
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Grant Private Wealth Management's UNP Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Union Pacific (UNP) in Q3 2026, closing a stake of 765 shares — an estimated $208K sold.

Grant Private Wealth Management first reported a position in UNP in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q2 2026. 2,546 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Grant Private Wealth Management reported no remaining Union Pacific position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 765 Union Pacific shares in Q3 2026, an estimated $208K.
  • Grant Private Wealth Management first reported a position in Union Pacific in Q1 2025 and held it in 2 quarters.
  • Grant Private Wealth Management's Union Pacific position peaked at $208K in Q2 2026.
  • 2,546 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.