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Newbridge Financial Services Group’s Union Pacific UNP Stock Holding History

Newbridge Financial Services 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 		$204K Buy
752
+1
+0.1% +$263 0.03% 244
2026
Q1 		$182K Hold
751
– – 0.03% 228
2025
Q4 		$174K Hold
751
– – 0.03% 249
2025
Q3 		$177K Buy
751
+1
+0.1% +$225 0.03% 316
2025
Q2 		$173K Hold
750
– – 0.03% 311
2025
Q1 		$177K Hold
750
– – 0.04% 205
2024
Q4 		$171K Buy
+750
New +$178K 0.04% 225
2024
Q3 		– Sell
-69
Closed -$15.6K – 1080
2024
Q2 		$15.6K Buy
69
+19
+38% +$4.45K 0.01% 623
2024
Q1 		$12.3K Sell
50
-99
-66% -$24.4K 0.01% 715
2023
Q4 		$36.5K Sell
149
-150
-50% -$33K 0.02% 461
2023
Q3 		$60.8K Sell
299
-18
-6% -$3.92K 0.03% 372
2023
Q2 		$64.9K Buy
317
+31
+11% +$6.16K 0.03% 394
2023
Q1 		$57.6K Sell
286
-23
-7% -$4.66K 0.03% 428
2022
Q4 		$64.1K Buy
309
+7
+2% +$1.44K 0.04% 399
2022
Q3 		$59K Sell
302
-57
-16% -$12.6K 0.03% 413
2022
Q2 		$77K Buy
359
+10
+3% +$2.27K 0.05% 312
2022
Q1 		$95K Buy
349
+87
+33% +$22K 0.05% 315
2021
Q4 		$66K Buy
262
+77
+42% +$18.2K 0.03% 392
2021
Q3 		$36K Buy
185
+38
+26% +$8.21K 0.02% 507
2021
Q2 		$32K Buy
147
+1
+0.7% +$223 0.02% 608
2021
Q1 		$32K Buy
146
+106
+265% +$22.3K 0.02% 556
2020
Q4 		$8K Hold
40
– – 0.01% 776
2020
Q3 		$8K Buy
+40
New +$7.43K 0.01% 737

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

Newbridge Financial Services Group's UNP Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Union Pacific (UNP) stake by 0.13% in Q2 2026, buying an estimated $263 and bringing the position to 752 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #244.

Newbridge Financial Services Group first reported a position in UNP in Q3 2020 and has held it in 23 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Newbridge Financial Services Group held 752 shares of Union Pacific worth $204K as of Q2 2026.
  • Newbridge Financial Services Group bought 1 Union Pacific share in Q2 2026, an estimated $263.
  • Union Pacific made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #244 holding.
  • Newbridge Financial Services Group first reported a position in Union Pacific in Q3 2020 and has held it in 23 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.