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Olistico Wealth’s Union Pacific UNP Stock Holding History

Olistico Wealth’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 		$166K Hold
611
– – 0.07% 110
2026
Q1 		$148K Buy
611
+141
+30% +$34.5K 0.07% 111
2025
Q4 		$109K Buy
+470
New +$107K 0.05% 117
2025
Q3 		– Sell
-470
Closed -$108K – 318
2025
Q2 		$108K Hold
470
– – 0.06% 124
2025
Q1 		$111K Hold
470
– – 0.07% 119
2024
Q4 		$107K Hold
470
– – 0.06% 124
2024
Q3 		$116K Hold
470
– – 0.07% 119
2024
Q2 		$106K Buy
+470
New +$110K 0.07% 124
2024
Q1 		– Sell
-1,199
Closed -$295K – 108
2023
Q4 		$295K Hold
1,199
– – 0.23% 84
2023
Q3 		$244K Hold
1,199
– – 0.22% 94
2023
Q2 		$245K Sell
1,199
-667
-36% -$133K 0.21% 99
2023
Q1 		$376K Hold
1,866
– – 0.36% 70
2022
Q4 		$386K Buy
+1,866
New +$383K 0.42% 67

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Olistico Wealth's UNP Position: Q2 2026 in Review

Olistico Wealth held its Union Pacific (UNP) position steady in Q2 2026 at 611 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #110.

Olistico Wealth first reported a position in UNP in Q4 2022 and has held it in 13 quarters since. The position peaked at $386K in Q4 2022. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Olistico Wealth held 611 shares of Union Pacific worth $166K as of Q2 2026.
  • Olistico Wealth left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.07% of Olistico Wealth's portfolio in Q2 2026, its #110 holding.
  • Olistico Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 13 quarters since.
  • Olistico Wealth's Union Pacific position peaked at $386K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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