Institute for Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
5,083
-4
| -0.1% | -$1.05K | 0.12% | 165 |
|
|
2026
Q1 | $1.23M | Buy |
5,087
+113
| +2% | +$27.7K | 0.13% | 170 |
|
|
2025
Q4 | $1.15M | Buy |
4,974
+79
| +2% | +$18K | 0.12% | 171 |
|
|
2025
Q3 | $1.16M | Sell |
4,895
-80
| -2% | -$18K | 0.12% | 174 |
|
|
2025
Q2 | $1.14M | Sell |
4,975
-13
| -0.3% | -$2.89K | 0.13% | 168 |
|
|
2025
Q1 | $1.18M | Sell |
4,988
-2
| -0% | -$481 | 0.15% | 154 |
|
|
2024
Q4 | $1.14M | Sell |
4,990
-78
| -2% | -$18.5K | 0.14% | 150 |
|
|
2024
Q3 | $1.25M | Sell |
5,068
-81
| -2% | -$19.6K | 0.16% | 146 |
|
|
2024
Q2 | $1.16M | Sell |
5,149
-26
| -0.5% | -$6.09K | 0.16% | 145 |
|
|
2024
Q1 | $1.27M | Buy |
5,175
+11
| +0.2% | +$2.71K | 0.16% | 136 |
|
|
2023
Q4 | $1.27M | Sell |
5,164
-35
| -0.7% | -$7.7K | 0.21% | 125 |
|
|
2023
Q3 | $1.06M | Sell |
5,199
-37
| -0.7% | -$8.06K | 0.19% | 128 |
|
|
2023
Q2 | $1.07M | Sell |
5,236
-147
| -3% | -$29.2K | 0.18% | 133 |
|
|
2023
Q1 | $1.08M | Sell |
5,383
-191
| -3% | -$38.7K | 0.21% | 125 |
|
|
2022
Q4 | $1.15M | Sell |
5,574
-573
| -9% | -$118K | 0.24% | 112 |
|
|
2022
Q3 | $1.2M | Sell |
6,147
-1
| -0% | -$221 | 0.27% | 101 |
|
|
2022
Q2 | $1.31M | Sell |
6,148
-36
| -0.6% | -$8.19K | 0.26% | 100 |
|
|
2022
Q1 | $1.69M | Sell |
6,184
-50
| -0.8% | -$12.6K | 0.27% | 90 |
|
|
2021
Q4 | $1.57M | Sell |
6,234
-105
| -2% | -$24.9K | 0.26% | 101 |
|
|
2021
Q3 | $1.24M | Buy |
6,339
+638
| +11% | +$138K | 0.22% | 117 |
|
|
2021
Q2 | $1.25M | Buy |
5,701
+77
| +1% | +$17.1K | 0.22% | 111 |
|
|
2021
Q1 | $1.24M | Buy |
5,624
+853
| +18% | +$179K | 0.24% | 111 |
|
|
2020
Q4 | $993K | Buy |
4,771
+475
| +11% | +$94.9K | 0.2% | 130 |
|
|
2020
Q3 | $846K | Sell |
4,296
-192
| -4% | -$35.7K | 0.19% | 134 |
|
|
2020
Q2 | $759K | Buy |
4,488
+526
| +13% | +$84.3K | 0.19% | 146 |
|
|
2020
Q1 | $559K | Sell |
3,962
-80
| -2% | -$13.2K | 0.17% | 165 |
|
|
2019
Q4 | $731K | Buy |
4,042
+544
| +16% | +$93.1K | 0.17% | 181 |
|
|
2019
Q3 | $567K | Sell |
3,498
-3,002
| -46% | -$505K | 0.14% | 212 |
|
|
2019
Q2 | $1.1M | Buy |
6,500
+776
| +14% | +$133K | 0.24% | 120 |
|
|
2019
Q1 | $960K | Buy |
+5,724
| New | +$921K | 0.21% | 131 |
|
|
2018
Q1 | – | Sell |
-3,105
| Closed | -$415K | – | 392 |
|
|
2017
Q4 | $415K | Buy |
+3,105
| New | +$374K | 0.1% | 255 |
|
|
2017
Q3 | – | Sell |
-6,302
| Closed | -$689K | – | 390 |
|
|
2017
Q2 | $689K | Buy |
+6,302
| New | +$687K | 0.19% | 175 |
|
|
2013
Q3 | – | Sell |
-1,560
| Closed | -$120K | – | 116 |
|
|
2013
Q2 | $120K | Buy |
+1,560
| New | +$118K | 0.1% | 39 |
|
Other funds holding UNP
Institute for Wealth Management's UNP Position: Q2 2026 in Review
Institute for Wealth Management reduced its Union Pacific (UNP) stake by 0.08% in Q2 2026, selling an estimated $1.05K and leaving 5,083 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #165.
Institute for Wealth Management first reported a position in UNP in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.69M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Institute for Wealth Management held 5,083 shares of Union Pacific worth $1.38M as of Q2 2026.
- Institute for Wealth Management sold 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
- Union Pacific made up 0.12% of Institute for Wealth Management's portfolio in Q2 2026, its #165 holding.
- Institute for Wealth Management first reported a position in Union Pacific in Q2 2013 and has held it in 33 quarters since.
- Institute for Wealth Management's Union Pacific position peaked at $1.69M in Q1 2022.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.