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National Wealth Management Group’s Union Pacific UNP Stock Holding History

National Wealth Management 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 		$306K Sell
1,124
-136
-11% -$35.7K 0.09% 170
2026
Q1 		$306K Sell
1,260
-134
-10% -$32.8K 0.11% 157
2025
Q4 		$322K Sell
1,394
-140
-9% -$32K 0.11% 175
2025
Q3 		$362K Buy
+1,534
New +$346K 0.14% 167

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

National Wealth Management Group's UNP Position: Q2 2026 in Review

National Wealth Management Group reduced its Union Pacific (UNP) stake by 11% in Q2 2026, selling an estimated $35.7K and leaving 1,124 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #170.

National Wealth Management Group first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q3 2025. 819 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • National Wealth Management Group held 1,124 shares of Union Pacific worth $306K as of Q2 2026.
  • National Wealth Management Group sold 136 Union Pacific shares in Q2 2026, an estimated $35.7K.
  • Union Pacific made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #170 holding.
  • National Wealth Management Group first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Union Pacific position peaked at $362K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.