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McCarter Private Wealth Services’s Union Pacific UNP Stock Holding History

McCarter Private Wealth Services’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 		$294K Sell
1,081
-41
-4% -$10.8K 0.1% 149
2026
Q1 		$272K Buy
1,122
+250
+29% +$61.2K 0.12% 142
2025
Q4 		$202K Buy
+872
New +$199K 0.09% 152

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

McCarter Private Wealth Services's UNP Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Union Pacific (UNP) stake by 3.7% in Q2 2026, selling an estimated $10.8K and leaving 1,081 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #149.

McCarter Private Wealth Services first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • McCarter Private Wealth Services held 1,081 shares of Union Pacific worth $294K as of Q2 2026.
  • McCarter Private Wealth Services sold 41 Union Pacific shares in Q2 2026, an estimated $10.8K.
  • Union Pacific made up 0.1% of McCarter Private Wealth Services's portfolio in Q2 2026, its #149 holding.
  • McCarter Private Wealth Services first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.