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Peterson Wealth Services’s Union Pacific UNP Stock Holding History

Peterson Wealth Services’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 		$5.63M Buy
20,698
+296
+1% +$77.7K 1.23% 21
2026
Q1 		$4.95M Buy
20,402
+721
+4% +$177K 1.22% 20
2025
Q4 		$4.55M Buy
19,681
+18,449
+1,497% +$4.21M 1.16% 23
2025
Q3 		$4.51M Sell
1,232
-17,589
-93% -$3.96M 1.11% 23
2025
Q2 		$4.33M Buy
18,821
+444
+2% +$98.6K 1.19% 23
2025
Q1 		$4.34M Buy
18,377
+1,604
+10% +$386K 1.34% 22
2024
Q4 		$3.82M Buy
16,773
+439
+3% +$104K 1.15% 19
2024
Q3 		$4.03M Buy
16,334
+698
+4% +$169K 1.29% 22
2024
Q2 		$3.54M Buy
15,636
+371
+2% +$87K 1.24% 23
2024
Q1 		$3.75M Sell
15,265
-366
-2% -$90.1K 1.37% 24
2023
Q4 		$3.84M Sell
15,631
-1,631
-9% -$359K 1.65% 19
2023
Q3 		$3.52M Buy
17,262
+617
+4% +$134K 2.63% 14
2023
Q2 		$3.41M Buy
16,645
+682
+4% +$136K 1.64% 18
2023
Q1 		$3.21M Sell
15,963
-843
-5% -$171K 1.65% 19
2022
Q4 		$3.48M Buy
16,806
+456
+3% +$93.5K 1.99% 14
2022
Q3 		$3.19M Buy
16,350
+1,259
+8% +$279K 2.26% 12
2022
Q2 		$3.22M Buy
15,091
+879
+6% +$200K 2.32% 11
2022
Q1 		$3.88M Buy
14,212
+1,231
+9% +$311K 2.39% 13
2021
Q4 		$3.27M Buy
+12,981
New +$3.07M 2.17% 14

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

Peterson Wealth Services's UNP Position: Q2 2026 in Review

Peterson Wealth Services increased its Union Pacific (UNP) stake by 1.5% in Q2 2026, buying an estimated $77.7K and bringing the position to 20,698 shares worth $5.63M. The position accounts for 1.23% of the portfolio, ranked #21.

Peterson Wealth Services first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Peterson Wealth Services held 20,698 shares of Union Pacific worth $5.63M as of Q2 2026.
  • Peterson Wealth Services bought 296 Union Pacific shares in Q2 2026, an estimated $77.7K.
  • Union Pacific made up 1.23% of Peterson Wealth Services's portfolio in Q2 2026, its #21 holding.
  • Peterson Wealth Services first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.