Holos Integrated Wealth
UNP icon

Holos Integrated Wealth’s Union Pacific UNP Stock Holding History

Holos Integrated Wealth’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 		$23.2K Hold
81
– – 0.01% 211
2026
Q2 		$22.9K Hold
81
– – 0.01% 202
2026
Q1 		$19.9K Hold
81
– – 0.01% 208
2025
Q4 		$18.8K Hold
81
– – 0.01% 166
2025
Q3 		$18.3K Hold
81
– – 0.01% 163
2025
Q2 		$18K Hold
81
– – 0.01% 161
2025
Q1 		$19.1K Hold
81
– – 0.01% 157
2024
Q4 		$18.5K Buy
+81
New +$19.2K 0.01% 157

Other funds holding UNP

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Holos Integrated Wealth's UNP Position: Q3 2026 in Review

Holos Integrated Wealth held its Union Pacific (UNP) position steady in Q3 2026 at 81 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #211.

Holos Integrated Wealth first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Holos Integrated Wealth held 81 shares of Union Pacific worth $23.2K as of Q3 2026.
  • Holos Integrated Wealth left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #211 holding.
  • Holos Integrated Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • 866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.