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

Nicholson 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 		$467K Buy
1,717
+200
+13% +$52.5K 0.28% 85
2026
Q1 		$368K Hold
1,517
– – 0.21% 96
2025
Q4 		$351K Hold
1,517
– – 0.21% 94
2025
Q3 		$359K Sell
1,517
-6,790
-82% -$1.53M 0.21% 96
2025
Q2 		$1.91M Buy
8,307
+252
+3% +$55.9K 1.18% 16
2025
Q1 		$1.9M Buy
8,055
+160
+2% +$38.5K 1.25% 13
2024
Q4 		$1.8M Buy
7,895
+3,728
+89% +$883K 1.2% 13
2024
Q3 		$1.03M Buy
+4,167
New +$1.01M 0.84% 33

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

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

Nicholson Wealth Management Group increased its Union Pacific (UNP) stake by 13% in Q2 2026, buying an estimated $52.5K and bringing the position to 1,717 shares worth $467K. The position accounts for 0.28% of the portfolio, ranked #85.

Nicholson Wealth Management Group first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q2 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Nicholson Wealth Management Group held 1,717 shares of Union Pacific worth $467K as of Q2 2026.
  • Nicholson Wealth Management Group bought 200 Union Pacific shares in Q2 2026, an estimated $52.5K.
  • Union Pacific made up 0.28% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #85 holding.
  • Nicholson Wealth Management Group first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Union Pacific position peaked at $1.91M in Q2 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.