MWPCG
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Measured Wealth Private Client Group’s Union Pacific UNP Stock Holding History

Measured Wealth Private Client Group’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 		$88.4K Hold
325
– – 0.02% 255
2026
Q1 		$78.9K Hold
325
– – 0.02% 249
2025
Q4 		$75.2K Sell
325
-406
-56% -$92.7K 0.02% 270
2025
Q3 		$173K Buy
+731
New +$165K 0.05% 196
2024
Q4 		– Sell
-934
Closed -$230K – 197
2024
Q3 		$230K Sell
934
-402
-30% -$97.5K 0.08% 159
2024
Q2 		$302K Hold
1,336
– – 0.11% 148
2024
Q1 		$329K Hold
1,336
– – 0.11% 138
2023
Q4 		$328K Buy
1,336
+8
+0.6% +$1.76K 0.12% 124
2023
Q3 		$270K Sell
1,328
-45
-3% -$9.8K 0.11% 135
2023
Q2 		$281K Buy
1,373
+63
+5% +$12.5K 0.11% 145
2023
Q1 		$264K Sell
1,310
-33
-2% -$6.69K 0.1% 146
2022
Q4 		$278K Sell
1,343
-71
-5% -$14.6K 0.11% 125
2022
Q3 		$275K Hold
1,414
– – 0.12% 112
2022
Q2 		$302K Buy
1,414
+30
+2% +$6.83K 0.13% 118
2022
Q1 		$378K Sell
1,384
-400
-22% -$101K 0.14% 87
2021
Q4 		$449K Buy
1,784
+400
+29% +$94.7K 0.16% 83
2021
Q3 		$271K Sell
1,384
-2,000
-59% -$432K 0.1% 129
2021
Q2 		$744K Hold
3,384
– – 0.24% 65
2021
Q1 		$746K Buy
3,384
+1,945
+135% +$408K 0.26% 57
2020
Q4 		$300K Sell
1,439
-173
-11% -$34.6K 0.13% 98
2020
Q3 		$317K Buy
1,612
+105
+7% +$19.5K 0.15% 83
2020
Q2 		$255K Buy
+1,507
New +$242K 0.15% 86
2020
Q1 		– Sell
-1,258
Closed -$227K – 119
2019
Q4 		$227K Sell
1,258
-39
-3% -$6.68K 0.15% 88
2019
Q3 		$210K Sell
1,297
-498
-28% -$83.7K 0.14% 116
2019
Q2 		$304K Sell
1,795
-40
-2% -$6.85K 0.18% 126
2019
Q1 		$307K Buy
1,835
+353
+24% +$56.8K 0.19% 122
2018
Q4 		$205K Buy
1,482
+214
+17% +$31.7K 0.19% 97
2018
Q3 		$207K Buy
+1,268
New +$191K 0.12% 145

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

Measured Wealth Private Client Group's UNP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Union Pacific (UNP) position steady in Q2 2026 at 325 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #255.

Measured Wealth Private Client Group first reported a position in UNP in Q3 2018 and has held it in 28 quarters since. The position peaked at $746K in Q1 2021. 2,866 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Measured Wealth Private Client Group held 325 shares of Union Pacific worth $88.4K as of Q2 2026.
  • Measured Wealth Private Client Group left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #255 holding.
  • Measured Wealth Private Client Group first reported a position in Union Pacific in Q3 2018 and has held it in 28 quarters since.
  • Measured Wealth Private Client Group's Union Pacific position peaked at $746K in Q1 2021.
  • 2,866 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.