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Opes Wealth Management’s Union Pacific UNP Stock Holding History

Opes 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
Q1 		$283K Sell
1,168
-20
-2% -$4.9K 0.05% 117
2025
Q4 		$275K Sell
1,188
-30
-2% -$6.85K 0.04% 125
2025
Q3 		$288K Buy
1,218
+40
+3% +$9.02K 0.05% 119
2025
Q2 		$271K Sell
1,178
-1
-0.1% -$222 0.05% 129
2025
Q1 		$279K Buy
1,179
+7
+0.6% +$1.69K 0.06% 125
2024
Q4 		$267K Buy
1,172
+13
+1% +$3.08K 0.05% 119
2024
Q3 		$286K Sell
1,159
-5
-0.4% -$1.21K 0.05% 114
2024
Q2 		$263K Buy
1,164
+29
+3% +$6.8K 0.06% 117
2024
Q1 		$279K Buy
1,135
+66
+6% +$16.2K 0.06% 111
2023
Q4 		$263K Sell
1,069
-125
-10% -$27.5K 0.06% 112
2023
Q3 		$243K Buy
1,194
+15
+1% +$3.27K 0.07% 110
2023
Q2 		$241K Buy
+1,179
New +$234K 0.07% 112

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Opes Wealth Management's UNP Position: Q1 2026 in Review

Opes Wealth Management reduced its Union Pacific (UNP) stake by 1.7% in Q1 2026, selling an estimated $4.9K and leaving 1,168 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #117.

Opes Wealth Management first reported a position in UNP in Q2 2023 and has held it in 12 quarters since. The position peaked at $288K in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Opes Wealth Management held 1,168 shares of Union Pacific worth $283K as of Q1 2026.
  • Opes Wealth Management sold 20 Union Pacific shares in Q1 2026, an estimated $4.9K.
  • Union Pacific made up 0.05% of Opes Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Opes Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 12 quarters since.
  • Opes Wealth Management's Union Pacific position peaked at $288K in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.