Master's Wealth Management
UNP icon

Master's Wealth Management’s Union Pacific UNP Stock Holding History

Master's 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
Q3 		$744K Buy
2,732
+65
+2% +$18.9K 0.22% 30
2026
Q2 		$725K Buy
2,667
+190
+8% +$49.9K 0.22% 27
2026
Q1 		$601K Buy
2,477
+352
+17% +$86.2K 0.2% 30
2025
Q4 		$492K Sell
2,125
-4
-0.2% -$913 0.18% 32
2025
Q3 		$503K Buy
2,129
+139
+7% +$31.3K 0.22% 22
2025
Q2 		$458K Buy
1,990
+523
+36% +$116K 0.21% 22
2025
Q1 		$347K Buy
1,467
+8
+0.5% +$1.93K 0.18% 25
2024
Q4 		$333K Buy
+1,459
New +$345K 0.18% 26

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Master's Wealth Management's UNP Position: Q3 2026 in Review

Master's Wealth Management increased its Union Pacific (UNP) stake by 2.4% in Q3 2026, buying an estimated $18.9K and bringing the position to 2,732 shares worth $744K. The position accounts for 0.22% of the portfolio, ranked #30.

Master's Wealth Management first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. 1,313 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Master's Wealth Management held 2,732 shares of Union Pacific worth $744K as of Q3 2026.
  • Master's Wealth Management bought 65 Union Pacific shares in Q3 2026, an estimated $18.9K.
  • Union Pacific made up 0.22% of Master's Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Master's Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.