Northwest Wealth Management’s Union Pacific UNP Stock Holding History

Northwest Wealth Management’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	$1.21M	Buy	4,463 +6	+0.1%	+$1.57K	0.16%	71
2026 Q1	$1.08M	Buy	4,457 +301	+7%	+$73.7K	0.16%	67
2025 Q4	$961K	Sell	4,156 -133	-3%	-$30.4K	0.15%	71
2025 Q3	$1.01M	Sell	4,289 -22	-0.5%	-$4.96K	0.17%	72
2025 Q2	$992K	Sell	4,311 -72	-2%	-$16K	0.18%	71
2025 Q1	$1.04M	Sell	4,383 -32	-0.7%	-$7.7K	0.21%	67
2024 Q4	$1.01M	Buy	4,415 +140	+3%	+$33.1K	0.21%	69
2024 Q3	$1.05M	Buy	4,275 +4	+0.1%	+$970	0.25%	69
2024 Q2	$966K	Sell	4,271 -158	-4%	-$37K	0.25%	71
2024 Q1	$1.09M	Sell	4,429 -7	-0.2%	-$1.72K	0.3%	66
2023 Q4	$1.09M	Buy	4,436 +25	+0.6%	+$5.5K	0.33%	64
2023 Q3	$898K	Buy	4,411 +3	+0.1%	+$653	0.32%	64
2023 Q2	$902K	Sell	4,408 -13	-0.3%	-$2.58K	0.33%	66
2023 Q1	$890K	Sell	4,421 -55	-1%	-$11.1K	0.34%	65
2022 Q4	$927K	Sell	4,476 -655	-13%	-$134K	0.4%	63
2022 Q3	$1M	Buy	5,131 +61	+1%	+$13.5K	0.44%	58
2022 Q2	$1.08M	Sell	5,070 -2	-0%	-$455	0.47%	56
2022 Q1	$1.39M	Buy	5,072 +1,175	+30%	+$297K	0.68%	41
2021 Q4	$982K	Buy	3,897 +175	+5%	+$41.5K	0.46%	53
2021 Q3	$730K	Sell	3,722 -7	-0.2%	-$1.51K	0.36%	64
2021 Q2	$820K	Sell	3,729 -7	-0.2%	-$1.56K	0.43%	57
2021 Q1	$823K	Buy	3,736 +23	+0.6%	+$4.83K	0.52%	52
2020 Q4	$773K	Sell	3,713 -11,196	-75%	-$2.24M	0.53%	51
2020 Q3	$2.94M	Buy	14,909 +13,209	+777%	+$2.45M	2.43%	11
2020 Q2	$287K	Hold	1,700	–	–	0.25%	77
2020 Q1	$240K	Sell	1,700 -124	-7%	-$20.5K	0.24%	74
2019 Q4	$330K	Sell	1,824 -1,079	-37%	-$185K	0.3%	72
2019 Q3	$470K	Sell	2,903 -2,138	-42%	-$360K	0.39%	70
2019 Q2	$852K	Sell	5,041 -1,381	-22%	-$237K	0.69%	47
2019 Q1	$1.07M	Sell	6,422 -299	-4%	-$48.1K	0.81%	31
2018 Q4	$929K	Hold	6,721	–	–	0.79%	33
2018 Q3	$1.09M	Sell	6,721 -2,481	-27%	-$373K	0.82%	32
2018 Q2	$1.3M	Buy	9,202 +4,728	+106%	+$659K	0.98%	24
2018 Q1	$602K	Buy	4,474 +318	+8%	+$42.8K	0.45%	54
2017 Q4	$557K	Buy	+4,156	New	+$501K	0.45%	53

Other funds holding UNP

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Northwest Wealth Management's UNP Position: Q2 2026 in Review

Northwest Wealth Management increased its Union Pacific (UNP) stake by 0.13% in Q2 2026, buying an estimated $1.57K and bringing the position to 4,463 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #71.

Northwest Wealth Management first reported a position in UNP in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.94M in Q3 2020. 1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Northwest Wealth Management held 4,463 shares of Union Pacific worth $1.21M as of Q2 2026.
Northwest Wealth Management bought 6 Union Pacific shares in Q2 2026, an estimated $1.57K.
Union Pacific made up 0.16% of Northwest Wealth Management's portfolio in Q2 2026, its #71 holding.
Northwest Wealth Management first reported a position in Union Pacific in Q4 2017 and has held it in 35 quarters since.
Northwest Wealth Management's Union Pacific position peaked at $2.94M in Q3 2020.
1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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