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Naviter Wealth’s Union Pacific UNP Stock Holding History

Naviter Wealth’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 		$2.89M Buy
10,619
+1,783
+20% +$468K 0.26% 88
2026
Q1 		$2.14M Buy
8,836
+435
+5% +$107K 0.27% 90
2025
Q4 		$1.94M Sell
8,401
-1,403
-14% -$320K 0.25% 94
2025
Q3 		$2.32M Buy
9,804
+123
+1% +$27.7K 0.27% 94
2025
Q2 		$2.23M Sell
9,681
-752
-7% -$167K 0.27% 99
2025
Q1 		$2.44M Buy
10,433
+84
+0.8% +$20.2K 0.3% 88
2024
Q4 		$2.36M Buy
10,349
+4,753
+85% +$1.13M 0.28% 91
2024
Q3 		$1.38M Sell
5,596
-658
-11% -$160K 0.19% 142
2024
Q2 		$1.42M Buy
6,254
+568
+10% +$133K 0.21% 133
2024
Q1 		$1.4M Buy
5,686
+1,195
+27% +$294K 0.23% 124
2023
Q4 		$1.1M Buy
4,491
+896
+25% +$197K 0.22% 122
2023
Q3 		$732K Sell
3,595
-155
-4% -$33.8K 0.18% 140
2023
Q2 		$767K Buy
3,750
+655
+21% +$130K 0.2% 132
2023
Q1 		$623K Sell
3,095
-917
-23% -$186K 0.22% 129
2022
Q4 		$815K Buy
4,012
+512
+15% +$105K 0.22% 104
2022
Q3 		$682K Buy
3,500
+328
+10% +$72.6K 0.28% 86
2022
Q2 		$677K Buy
+3,172
New +$722K 0.28% 84

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

Naviter Wealth's UNP Position: Q2 2026 in Review

Naviter Wealth increased its Union Pacific (UNP) stake by 20% in Q2 2026, buying an estimated $468K and bringing the position to 10,619 shares worth $2.89M. The position accounts for 0.26% of the portfolio, ranked #88.

Naviter Wealth first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Naviter Wealth held 10,619 shares of Union Pacific worth $2.89M as of Q2 2026.
  • Naviter Wealth bought 1,783 Union Pacific shares in Q2 2026, an estimated $468K.
  • Union Pacific made up 0.26% of Naviter Wealth's portfolio in Q2 2026, its #88 holding.
  • Naviter Wealth first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.