Intentional Wealth Strategies’s Union Pacific UNP Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-471	Closed	-$114K	–	852
2026 Q1	$114K	Buy	+471	New	+$115K	0.11%	98

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's UNP Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 471 shares — an estimated $114K sold.

Intentional Wealth Strategies first reported a position in UNP in Q1 2026 and held it in 1 quarter. The position peaked at $114K in Q1 2026. 2,763 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Intentional Wealth Strategies reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 471 Union Pacific shares in Q2 2026, an estimated $114K.
Intentional Wealth Strategies first reported a position in Union Pacific in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Union Pacific position peaked at $114K in Q1 2026.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.