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Marks Group Wealth Management’s Union Pacific UNP Stock Holding History

Marks Group 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 		$706K Sell
2,595
-25,265
-91% -$6.63M 0.06% 237
2026
Q1 		$6.76M Sell
27,860
-3,875
-12% -$949K 0.65% 46
2025
Q4 		$7.34M Sell
31,735
-3,788
-11% -$865K 0.7% 48
2025
Q3 		$8.4M Sell
35,523
-927
-3% -$209K 0.78% 49
2025
Q2 		$8.39M Buy
36,450
+2,391
+7% +$531K 0.78% 57
2025
Q1 		$8.05M Buy
34,059
+1,312
+4% +$316K 0.77% 59
2024
Q4 		$7.47M Sell
32,747
-791
-2% -$187K 0.74% 61
2024
Q3 		$8.27M Buy
33,538
+580
+2% +$141K 0.79% 59
2024
Q2 		$7.46M Buy
32,958
+3,046
+10% +$714K 0.79% 56
2024
Q1 		$7.36M Buy
29,912
+104
+0.3% +$25.6K 0.77% 58
2023
Q4 		$7.32M Buy
29,808
+159
+0.5% +$35K 0.83% 39
2023
Q3 		$6.04M Buy
29,649
+113
+0.4% +$24.6K 0.75% 57
2023
Q2 		$6.04M Buy
29,536
+996
+3% +$198K 0.72% 62
2023
Q1 		$5.74M Sell
28,540
-11,694
-29% -$2.37M 0.73% 61
2022
Q4 		$8.33M Buy
40,234
+992
+3% +$203K 1.14% 8
2022
Q3 		$7.64M Buy
39,242
+12,690
+48% +$2.81M 1.16% 7
2022
Q2 		$5.66M Sell
26,552
-354
-1% -$80.5K 0.82% 46
2022
Q1 		$7.35M Buy
26,906
+1,455
+6% +$367K 0.92% 20
2021
Q4 		$6.45M Sell
25,451
-520
-2% -$123K 0.79% 43
2021
Q3 		$5.1M Buy
25,971
+206
+0.8% +$44.5K 0.69% 65
2021
Q2 		$5.68M Buy
25,765
+541
+2% +$120K 0.78% 46
2021
Q1 		$5.57M Buy
25,224
+191
+0.8% +$40.1K 0.83% 39
2020
Q4 		$5.21M Sell
25,033
-196
-0.8% -$39.1K 0.81% 45
2020
Q3 		$4.97M Sell
25,229
-787
-3% -$146K 0.9% 25
2020
Q2 		$4.41M Sell
26,016
-146
-0.6% -$23.4K 0.9% 34
2020
Q1 		$3.71M Buy
26,162
+1,255
+5% +$207K 0.96% 27
2019
Q4 		$4.5M Buy
+24,907
New +$4.26M 0.89% 43

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

Marks Group Wealth Management's UNP Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Union Pacific (UNP) stake by 91% in Q2 2026, selling an estimated $6.63M and leaving 2,595 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #237.

Marks Group Wealth Management first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.4M in Q3 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Marks Group Wealth Management held 2,595 shares of Union Pacific worth $706K as of Q2 2026.
  • Marks Group Wealth Management sold 25,265 Union Pacific shares in Q2 2026, an estimated $6.63M.
  • Union Pacific made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Marks Group Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Union Pacific position peaked at $8.4M in Q3 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.