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

HighMark 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
Q1 		– Sell
-11
Closed -$2.54K – 601
2025
Q4 		$2.54K Buy
+11
New +$2.51K ﹤0.01% 468
2024
Q2 		– Sell
-5
Closed -$1.23K – 617
2024
Q1 		$1.23K Buy
+5
New +$1.23K ﹤0.01% 495
2020
Q1 		– Sell
-19
Closed -$3K – 412
2019
Q4 		$3K Buy
+19
New +$3.25K ﹤0.01% 334

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

HighMark Wealth Management's UNP Position: Q1 2026 in Review

HighMark Wealth Management sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 11 shares — an estimated $2.54K sold.

HighMark Wealth Management first reported a position in UNP in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • HighMark Wealth Management reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 11 Union Pacific shares in Q1 2026, an estimated $2.54K.
  • HighMark Wealth Management first reported a position in Union Pacific in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Union Pacific position peaked at $3K in Q4 2019.
  • 2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.