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Portside Wealth Group’s Union Pacific UNP Stock Holding History

Portside Wealth 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 		$1.81M Buy
6,647
+289
+5% +$75.9K 0.21% 109
2026
Q1 		$1.54M Buy
6,358
+234
+4% +$57.3K 0.21% 117
2025
Q4 		$1.42M Buy
6,124
+1,113
+22% +$254K 0.19% 120
2025
Q3 		$1.18M Buy
5,011
+196
+4% +$44.2K 0.16% 145
2025
Q2 		$1.11M Buy
4,815
+953
+25% +$212K 0.16% 140
2025
Q1 		$912K Buy
+3,862
New +$930K 0.15% 154
2023
Q3 		– Sell
-2,787
Closed -$570K – 388
2023
Q2 		$570K Buy
+2,787
New +$554K 0.11% 184

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

Portside Wealth Group's UNP Position: Q2 2026 in Review

Portside Wealth Group increased its Union Pacific (UNP) stake by 4.5% in Q2 2026, buying an estimated $75.9K and bringing the position to 6,647 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #109.

Portside Wealth Group first reported a position in UNP in Q2 2023 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Portside Wealth Group held 6,647 shares of Union Pacific worth $1.81M as of Q2 2026.
  • Portside Wealth Group bought 289 Union Pacific shares in Q2 2026, an estimated $75.9K.
  • Union Pacific made up 0.21% of Portside Wealth Group's portfolio in Q2 2026, its #109 holding.
  • Portside Wealth Group first reported a position in Union Pacific in Q2 2023 and has held it in 7 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.