Pines Wealth Management
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Pines Wealth Management’s Union Pacific UNP Stock Holding History

Pines 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
Q3 		$754K Sell
2,770
-122
-4% -$35.5K 0.21% 105
2026
Q2 		$787K Buy
2,892
+9
+0.3% +$2.36K 0.23% 102
2026
Q1 		$699K Buy
2,883
+70
+2% +$17.1K 0.23% 106
2025
Q4 		$651K Buy
2,813
+20
+0.7% +$4.56K 0.21% 111
2025
Q3 		$660K Buy
2,793
+273
+11% +$61.5K 0.22% 104
2025
Q2 		$595K Buy
2,520
+43
+2% +$9.5K 0.21% 112
2025
Q1 		$516K Sell
2,477
-132
-5% -$31.8K 0.24% 103
2024
Q4 		$588K Buy
+2,609
New +$618K 0.26% 100

Other funds holding UNP

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Pines Wealth Management's UNP Position: Q3 2026 in Review

Pines Wealth Management reduced its Union Pacific (UNP) stake by 4.2% in Q3 2026, selling an estimated $35.5K and leaving 2,770 shares worth $754K. The position accounts for 0.21% of the portfolio, ranked #105.

Pines Wealth Management first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $787K in Q2 2026. 1,047 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Pines Wealth Management held 2,770 shares of Union Pacific worth $754K as of Q3 2026.
  • Pines Wealth Management sold 122 Union Pacific shares in Q3 2026, an estimated $35.5K.
  • Union Pacific made up 0.21% of Pines Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Pines Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Union Pacific position peaked at $787K in Q2 2026.
  • 1,047 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.