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Massachusetts Wealth Management’s Union Pacific UNP Stock Holding History

Massachusetts 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 		$1.81M Buy
6,643
+95
+1% +$24.9K 0.69% 54
2026
Q1 		$1.59M Buy
6,548
+143
+2% +$35K 0.69% 56
2025
Q4 		$1.48M Buy
6,405
+18
+0.3% +$4.11K 0.69% 58
2025
Q3 		$1.51M Buy
6,387
+60
+0.9% +$13.5K 0.75% 56
2025
Q2 		$1.46M Buy
6,327
+60
+1% +$13.3K 0.82% 51
2025
Q1 		$1.48M Sell
6,267
-150
-2% -$36.1K 1.02% 40
2024
Q4 		$1.46M Sell
6,417
-50
-0.8% -$11.8K 0.9% 47
2024
Q3 		$1.59M Buy
6,467
+30
+0.5% +$7.27K 1.01% 43
2024
Q2 		$1.46M Hold
6,437
– – 0.98% 43
2024
Q1 		$1.58M Buy
6,437
+300
+5% +$73.8K 1.12% 39
2023
Q4 		$1.51M Buy
6,137
+2
+0% +$440 1.22% 34
2023
Q3 		$1.25M Sell
6,135
-75
-1% -$16.3K 1.15% 36
2023
Q2 		$1.27M Buy
6,210
+65
+1% +$12.9K 1.22% 36
2023
Q1 		$1.24M Sell
6,145
-175
-3% -$35.5K 1.28% 31
2022
Q4 		$1.29M Buy
+6,320
New +$1.3M 1.25% 34

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

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

Massachusetts Wealth Management increased its Union Pacific (UNP) stake by 1.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 6,643 shares worth $1.81M. The position accounts for 0.69% of the portfolio, ranked #54.

Massachusetts Wealth Management first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Massachusetts Wealth Management held 6,643 shares of Union Pacific worth $1.81M as of Q2 2026.
  • Massachusetts Wealth Management bought 95 Union Pacific shares in Q2 2026, an estimated $24.9K.
  • Union Pacific made up 0.69% of Massachusetts Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Massachusetts Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.