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Pinnacle Wealth Management Advisory Group’s Union Pacific UNP Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$550K Buy
2,020
+715
+55% +$188K 0.03% 269
2026
Q1 		$317K Sell
1,305
-1,277
-49% -$313K 0.02% 394
2025
Q4 		$597K Sell
2,582
-201
-7% -$45.9K 0.04% 235
2025
Q3 		$658K Sell
2,783
-96
-3% -$21.6K 0.05% 192
2025
Q2 		$662K Sell
2,879
-89
-3% -$19.8K 0.06% 185
2025
Q1 		$701K Buy
2,968
+98
+3% +$23.6K 0.07% 171
2024
Q4 		$654K Sell
2,870
-67
-2% -$15.9K 0.06% 172
2024
Q3 		$724K Sell
2,937
-71
-2% -$17.2K 0.07% 158
2024
Q2 		$681K Sell
3,008
-15
-0.5% -$3.52K 0.07% 158
2024
Q1 		$743K Buy
3,023
+83
+3% +$20.4K 0.08% 151
2023
Q4 		$722K Sell
2,940
-4
-0.1% -$879 0.08% 145
2023
Q3 		$599K Buy
2,944
+16
+0.5% +$3.48K 0.08% 155
2023
Q2 		$599K Buy
2,928
+883
+43% +$176K 0.07% 163
2023
Q1 		$412K Sell
2,045
-690
-25% -$140K 0.06% 195
2022
Q4 		$566K Buy
2,735
+114
+4% +$23.4K 0.09% 166
2022
Q3 		$511K Buy
2,621
+499
+24% +$110K 0.09% 158
2022
Q2 		$453K Buy
2,122
+442
+26% +$101K 0.07% 179
2022
Q1 		$459K Sell
1,680
-15
-0.9% -$3.79K 0.07% 192
2021
Q4 		$427K Buy
+1,695
New +$401K 0.07% 191

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Management Advisory Group's UNP Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Union Pacific (UNP) stake by 55% in Q2 2026, buying an estimated $188K and bringing the position to 2,020 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #269.

Pinnacle Wealth Management Advisory Group first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $743K in Q1 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,020 shares of Union Pacific worth $550K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 715 Union Pacific shares in Q2 2026, an estimated $188K.
  • Union Pacific made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #269 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Wealth Management Advisory Group's Union Pacific position peaked at $743K in Q1 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.