PWM
UNP icon

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
Q1 		$699K Buy
2,883
+70
+2% +$17.1K 0.23% 106
2025
Q4 		$651K Buy
2,813
+20
+0.7% +$4.57K 0.21% 111
2025
Q3 		$660K Buy
2,793
+273
+11% +$61.5K 0.22% 104
2025
Q2 		$595K Buy
2,520
+43
+2% +$9.55K 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

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

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

Pines Wealth Management increased its Union Pacific (UNP) stake by 2.5% in Q1 2026, buying an estimated $17.1K and bringing the position to 2,883 shares worth $699K. The position accounts for 0.23% of the portfolio, ranked #106.

Pines Wealth Management first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Pines Wealth Management held 2,883 shares of Union Pacific worth $699K as of Q1 2026.
  • Pines Wealth Management bought 70 Union Pacific shares in Q1 2026, an estimated $17.1K.
  • Union Pacific made up 0.23% of Pines Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Pines Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.