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High Point Wealth Management’s Union Pacific UNP Stock Holding History

High Point 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 		$123K Hold
454
– – 0.1% 101
2026
Q1 		$110K Buy
454
+341
+302% +$83.5K 0.11% 103
2025
Q4 		$26.1K Buy
+113
New +$25.8K 0.02% 180

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

High Point Wealth Management's UNP Position: Q2 2026 in Review

High Point Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 454 shares worth $123K. The position accounts for 0.1% of the portfolio, ranked #101.

High Point Wealth Management first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,844 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • High Point Wealth Management held 454 shares of Union Pacific worth $123K as of Q2 2026.
  • High Point Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.1% of High Point Wealth Management's portfolio in Q2 2026, its #101 holding.
  • High Point Wealth Management first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.