HWM
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HB Wealth Management’s Union Pacific UNP Stock Holding History

HB 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 		$16.4M Sell
60,170
-1,004
-2% -$264K 0.09% 121
2026
Q1 		$14.8M Buy
61,174
+1,837
+3% +$450K 0.1% 110
2025
Q4 		$13.7M Buy
59,337
+149
+0.3% +$34K 0.09% 126
2025
Q3 		$14M Buy
59,188
+5,171
+10% +$1.17M 0.09% 118
2025
Q2 		$12.4M Sell
54,017
-4,609
-8% -$1.02M 0.1% 111
2025
Q1 		$13.8M Buy
58,626
+13,619
+30% +$3.28M 0.12% 105
2024
Q4 		$10.3M Buy
45,007
+1,290
+3% +$305K 0.1% 94
2024
Q3 		$10.8M Buy
43,717
+890
+2% +$216K 0.12% 89
2024
Q2 		$9.69M Buy
42,827
+218
+0.5% +$51.1K 0.11% 88
2024
Q1 		$10.5M Buy
42,609
+1,219
+3% +$300K 0.13% 81
2023
Q4 		$10.2M Buy
41,390
+1,680
+4% +$369K 0.15% 77
2023
Q3 		$8.09M Buy
39,710
+2,173
+6% +$473K 0.13% 83
2023
Q2 		$7.68M Buy
37,537
+1,806
+5% +$359K 0.12% 89
2023
Q1 		$7.19M Buy
35,731
+764
+2% +$155K 0.12% 87
2022
Q4 		$7.24M Buy
34,967
+2,060
+6% +$423K 0.13% 83
2022
Q3 		$6.41M Buy
32,907
+248
+0.8% +$54.9K 0.14% 78
2022
Q2 		$6.96M Buy
32,659
+2,389
+8% +$544K 0.14% 74
2022
Q1 		$8.27M Buy
30,270
+3,921
+15% +$990K 0.15% 66
2021
Q4 		$6.64M Buy
+26,349
New +$6.24M 0.13% 67

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HB Wealth Management's UNP Position: Q2 2026 in Review

HB Wealth Management reduced its Union Pacific (UNP) stake by 1.6% in Q2 2026, selling an estimated $264K and leaving 60,170 shares worth $16.4M. The position accounts for 0.09% of the portfolio, ranked #121.

HB Wealth Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • HB Wealth Management held 60,170 shares of Union Pacific worth $16.4M as of Q2 2026.
  • HB Wealth Management sold 1,004 Union Pacific shares in Q2 2026, an estimated $264K.
  • Union Pacific made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #121 holding.
  • HB Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.