Peterson Wealth Services
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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
Q3 		$7.03M Buy
25,841
+5,143
+25% +$1.5M 1.48% 20
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 		$3.18M 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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Peterson Wealth Services's UNP Position: Q3 2026 in Review

Peterson Wealth Services increased its Union Pacific (UNP) stake by 25% in Q3 2026, buying an estimated $1.5M and bringing the position to 25,841 shares worth $7.03M. The position accounts for 1.48% of the portfolio, ranked #20.

Peterson Wealth Services first reported a position in UNP in Q4 2021 and has held it in 20 quarters since. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Peterson Wealth Services held 25,841 shares of Union Pacific worth $7.03M as of Q3 2026.
  • Peterson Wealth Services bought 5,143 Union Pacific shares in Q3 2026, an estimated $1.5M.
  • Union Pacific made up 1.48% of Peterson Wealth Services's portfolio in Q3 2026, its #20 holding.
  • Peterson Wealth Services first reported a position in Union Pacific in Q4 2021 and has held it in 20 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.