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Nvest Wealth Strategies’s Union Pacific UNP Stock Holding History

Nvest Wealth Strategies’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 		$3.13M Buy
11,492
+3
+0% +$788 1.95% 14
2026
Q1 		$2.79M Sell
11,489
-1,883
-14% -$461K 1.95% 14
2025
Q4 		$3.09M Buy
+13,372
New +$3.05M 2.27% 13

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's UNP Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Union Pacific (UNP) stake by 0.03% in Q2 2026, buying an estimated $788 and bringing the position to 11,492 shares worth $3.13M. The position accounts for 1.95% of the portfolio, ranked #14.

Nvest Wealth Strategies first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,844 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Nvest Wealth Strategies held 11,492 shares of Union Pacific worth $3.13M as of Q2 2026.
  • Nvest Wealth Strategies bought 3 Union Pacific shares in Q2 2026, an estimated $788.
  • Union Pacific made up 1.95% of Nvest Wealth Strategies's portfolio in Q2 2026, its #14 holding.
  • Nvest Wealth Strategies first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.