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Paragon Private Wealth Management’s Union Pacific UNP Stock Holding History

Paragon Private 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 		$510K Buy
1,873
+29
+2% +$7.62K 0.13% 146
2026
Q1 		$447K Buy
1,844
+23
+1% +$5.63K 0.14% 146
2025
Q4 		$421K Sell
1,821
-120
-6% -$27.4K 0.13% 153
2025
Q3 		$459K Sell
1,941
-1,038
-35% -$234K 0.15% 146
2025
Q2 		$685K Sell
2,979
-505
-14% -$112K 0.27% 103
2025
Q1 		$823K Sell
3,484
-100
-3% -$24.1K 0.38% 75
2024
Q4 		$817K Buy
3,584
+136
+4% +$32.2K 0.38% 71
2024
Q3 		$850K Buy
3,448
+385
+13% +$93.4K 0.42% 68
2024
Q2 		$693K Buy
3,063
+147
+5% +$34.5K 0.39% 74
2024
Q1 		$717K Sell
2,916
-23
-0.8% -$5.66K 0.43% 75
2023
Q4 		$722K Buy
2,939
+226
+8% +$49.7K 0.5% 66
2023
Q3 		$552K Buy
2,713
+229
+9% +$49.9K 0.46% 69
2023
Q2 		$508K Buy
2,484
+191
+8% +$38K 0.4% 74
2023
Q1 		$461K Buy
2,293
+553
+32% +$112K 0.39% 83
2022
Q4 		$360K Buy
1,740
+539
+45% +$111K 0.33% 85
2022
Q3 		$234K Buy
+1,201
New +$266K 0.23% 107

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Paragon Private Wealth Management's UNP Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Union Pacific (UNP) stake by 1.6% in Q2 2026, buying an estimated $7.62K and bringing the position to 1,873 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #146.

Paragon Private Wealth Management first reported a position in UNP in Q3 2022 and has held it in 16 quarters since. The position peaked at $850K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Paragon Private Wealth Management held 1,873 shares of Union Pacific worth $510K as of Q2 2026.
  • Paragon Private Wealth Management bought 29 Union Pacific shares in Q2 2026, an estimated $7.62K.
  • Union Pacific made up 0.13% of Paragon Private Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Paragon Private Wealth Management first reported a position in Union Pacific in Q3 2022 and has held it in 16 quarters since.
  • Paragon Private Wealth Management's Union Pacific position peaked at $850K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.