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Mascoma Wealth Management’s Union Pacific UNP Stock Holding History

Mascoma 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 		$22.3K Buy
82
+2
+3% +$525 ﹤0.01% 255
2026
Q1 		$19.4K Sell
80
-2
-2% -$490 ﹤0.01% 263
2025
Q4 		$19K Buy
82
+8
+11% +$1.83K ﹤0.01% 263
2025
Q3 		$17.5K Hold
74
– – ﹤0.01% 272
2025
Q2 		$17K Hold
74
– – ﹤0.01% 275
2025
Q1 		$17.5K Hold
74
– – ﹤0.01% 273
2024
Q4 		$16.9K Hold
74
– – ﹤0.01% 290
2024
Q3 		$18.2K Hold
74
– – ﹤0.01% 273
2024
Q2 		$16.7K Hold
74
– – ﹤0.01% 285
2024
Q1 		$18.2K Sell
74
-17
-19% -$4.18K 0.01% 268
2023
Q4 		$22.4K Hold
91
– – 0.01% 262
2023
Q3 		$18.5K Buy
91
+29
+47% +$6.32K 0.01% 280
2023
Q2 		$14.2K Sell
62
-2,387
-97% -$475K ﹤0.01% 295
2023
Q1 		$479K Buy
2,449
+853
+53% +$173K 0.14% 70
2022
Q4 		$330K Sell
1,596
-2,912
-65% -$597K 0.1% 92
2022
Q3 		$878K Buy
4,508
+31
+0.7% +$6.86K 0.3% 50
2022
Q2 		$955K Sell
4,477
-56
-1% -$12.7K 0.33% 49
2022
Q1 		$1.24M Sell
4,533
-1,968
-30% -$497K 0.39% 46
2021
Q4 		$1.64M Buy
6,501
+149
+2% +$35.3K 0.57% 39
2021
Q3 		$1.25M Buy
6,352
+651
+11% +$141K 0.48% 36
2021
Q2 		$1.25M Buy
5,701
+221
+4% +$49.2K 0.54% 34
2021
Q1 		$1.21M Sell
5,480
-99
-2% -$20.8K 0.52% 35
2020
Q4 		$1.16M Buy
+5,579
New +$1.11M 0.58% 33
2019
Q3 		$855K Buy
5,276
+2,046
+63% +$344K 0.54% 38
2019
Q2 		$546K Buy
3,230
+350
+12% +$60K 0.34% 43
2019
Q1 		$482K Buy
2,880
+200
+7% +$32.2K 0.32% 40
2018
Q4 		$370K Buy
2,680
+550
+26% +$81.5K 0.28% 46
2018
Q3 		$347K Buy
2,130
+1,750
+461% +$263K 0.23% 52
2018
Q2 		$54K Buy
380
+180
+90% +$25.1K 0.04% 149
2018
Q1 		$27K Hold
200
– – 0.02% 198
2017
Q4 		$26K Buy
+200
New +$24.1K 0.02% 194

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

Mascoma Wealth Management's UNP Position: Q2 2026 in Review

Mascoma Wealth Management increased its Union Pacific (UNP) stake by 2.5% in Q2 2026, buying an estimated $525 and bringing the position to 82 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Mascoma Wealth Management first reported a position in UNP in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.64M in Q4 2021. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mascoma Wealth Management held 82 shares of Union Pacific worth $22.3K as of Q2 2026.
  • Mascoma Wealth Management bought 2 Union Pacific shares in Q2 2026, an estimated $525.
  • Union Pacific made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Mascoma Wealth Management first reported a position in Union Pacific in Q4 2017 and has held it in 31 quarters since.
  • Mascoma Wealth Management's Union Pacific position peaked at $1.64M in Q4 2021.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.