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 Q3	$166K	Hold	611	–	–	0.07%	107
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Olistico Wealth's UNP Position: Q3 2026 in Review

Olistico Wealth held its Union Pacific (UNP) position steady in Q3 2026 at 611 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #107.

Olistico Wealth first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $386K in Q4 2022. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Olistico Wealth held 611 shares of Union Pacific worth $166K as of Q3 2026.
Olistico Wealth left its Union Pacific share count unchanged in Q3 2026.
Union Pacific made up 0.07% of Olistico Wealth's portfolio in Q3 2026, its #107 holding.
Olistico Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
Olistico Wealth's Union Pacific position peaked at $386K in Q4 2022.
866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.