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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Wealth Management's UNP Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Union Pacific (UNP) stake by 2.2% in Q1 2026, buying an estimated $35K and bringing the position to 6,548 shares worth $1.59M. The position accounts for 0.69% of the portfolio, ranked #56.

Massachusetts Wealth Management first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Massachusetts Wealth Management held 6,548 shares of Union Pacific worth $1.59M as of Q1 2026.
  • Massachusetts Wealth Management bought 143 Union Pacific shares in Q1 2026, an estimated $35K.
  • Union Pacific made up 0.69% of Massachusetts Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Massachusetts Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Union Pacific position peaked at $1.59M in Q3 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.