Nicola Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4M | Sell |
78,500
-8,500
| -10% | -$2.23M | 2.46% | 10 |
|
|
2026
Q1 | $21.1M | Sell |
87,000
-25,000
| -22% | -$6.12M | 2.53% | 9 |
|
|
2025
Q4 | $25.9M | Hold |
112,000
| – | – | 2.36% | 7 |
|
|
2025
Q3 | $26.5M | Buy |
112,000
+17,800
| +19% | +$4.01M | 2.36% | 10 |
|
|
2025
Q2 | $21.7M | Buy |
94,200
+10,000
| +12% | +$2.22M | 2.03% | 14 |
|
|
2025
Q1 | $19.9M | Sell |
84,200
-600
| -0.7% | -$144K | 1.94% | 15 |
|
|
2024
Q4 | $19.3M | Hold |
84,800
| – | – | 1.83% | 21 |
|
|
2024
Q3 | $20.9M | Hold |
84,800
| – | – | 1.66% | 23 |
|
|
2024
Q2 | $19.2M | Buy |
84,800
+3,000
| +4% | +$703K | 1.71% | 19 |
|
|
2024
Q1 | $20.1M | Sell |
81,800
-9,000
| -10% | -$2.21M | 1.95% | 13 |
|
|
2023
Q4 | $22.3M | Hold |
90,800
| – | – | 2.34% | 12 |
|
|
2023
Q3 | $18.5M | Buy |
90,800
+9,000
| +11% | +$1.96M | 1.99% | 15 |
|
|
2023
Q2 | $16.7M | Hold |
81,800
| – | – | 1.64% | 20 |
|
|
2023
Q1 | $16.5M | Hold |
81,800
| – | – | 1.62% | 20 |
|
|
2022
Q4 | $16.9M | Sell |
81,800
-500
| -0.6% | -$103K | 1.72% | 21 |
|
|
2022
Q3 | $16M | Buy |
82,300
+3,800
| +5% | +$841K | 1.76% | 14 |
|
|
2022
Q2 | $16.7M | Buy |
78,500
+25,100
| +47% | +$5.71M | 1.6% | 15 |
|
|
2022
Q1 | $14.6M | Sell |
53,400
-6,000
| -10% | -$1.52M | 1.28% | 29 |
|
|
2021
Q4 | $15M | Sell |
59,400
-3,600
| -6% | -$853K | 1.41% | 21 |
|
|
2021
Q3 | $12.3M | Buy |
63,000
+3,500
| +6% | +$756K | 1.27% | 25 |
|
|
2021
Q2 | $13.1M | Hold |
59,500
| – | – | 1.34% | 23 |
|
|
2021
Q1 | $13.1M | Hold |
59,500
| – | – | 1.47% | 21 |
|
|
2020
Q4 | $12.4M | Buy |
59,500
+18,000
| +43% | +$3.6M | 1.54% | 20 |
|
|
2020
Q3 | $8.17M | Sell |
41,500
-60,000
| -59% | -$11.2M | 1.16% | 32 |
|
|
2020
Q2 | $17.2M | Buy |
101,500
+80,100
| +374% | +$12.8M | 2.38% | 7 |
|
|
2020
Q1 | $3.02M | Buy |
+21,400
| New | +$3.54M | 0.45% | 75 |
|
|
2019
Q2 | – | Sell |
-27,800
| Closed | -$4.65M | – | 105 |
|
|
2019
Q1 | $4.65M | Sell |
27,800
-25,000
| -47% | -$4.02M | 0.69% | 61 |
|
|
2018
Q4 | $7.3M | Buy |
52,800
+15,000
| +40% | +$2.22M | 1.2% | 24 |
|
|
2018
Q3 | $6.16M | Hold |
37,800
| – | – | 1.06% | 37 |
|
|
2018
Q2 | $5.36M | Hold |
37,800
| – | – | 1.04% | 36 |
|
|
2018
Q1 | $5.08M | Buy |
+37,800
| New | +$5.09M | 1.02% | 32 |
|
Other funds holding UNP
Nicola Wealth Management's UNP Position: Q2 2026 in Review
Nicola Wealth Management reduced its Union Pacific (UNP) stake by 9.8% in Q2 2026, selling an estimated $2.23M and leaving 78,500 shares worth $21.4M. The position accounts for 2.46% of the portfolio, ranked #10.
Nicola Wealth Management first reported a position in UNP in Q1 2018 and has held it in 31 quarters since. The position peaked at $26.5M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Nicola Wealth Management held 78,500 shares of Union Pacific worth $21.4M as of Q2 2026.
- Nicola Wealth Management sold 8,500 Union Pacific shares in Q2 2026, an estimated $2.23M.
- Union Pacific made up 2.46% of Nicola Wealth Management's portfolio in Q2 2026, its #10 holding.
- Nicola Wealth Management first reported a position in Union Pacific in Q1 2018 and has held it in 31 quarters since.
- Nicola Wealth Management's Union Pacific position peaked at $26.5M in Q3 2025.
- 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.