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Prestige Wealth Management Group’s Union Pacific UNP Stock Holding History

Prestige Wealth Management 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 		$1.25M Buy
4,582
+1,245
+37% +$327K 0.23% 64
2026
Q1 		$810K Buy
3,337
+28
+0.8% +$6.86K 0.16% 79
2025
Q4 		$765K Buy
3,309
+123
+4% +$28.1K 0.15% 81
2025
Q3 		$753K Buy
3,186
+45
+1% +$10.1K 0.15% 80
2025
Q2 		$723K Buy
3,141
+71
+2% +$15.8K 0.15% 77
2025
Q1 		$725K Buy
3,070
+55
+2% +$13.2K 0.16% 72
2024
Q4 		$687K Buy
3,015
+162
+6% +$38.4K 0.14% 75
2024
Q3 		$703K Sell
2,853
-31
-1% -$7.52K 0.15% 79
2024
Q2 		$652K Sell
2,884
-131
-4% -$30.7K 0.14% 72
2024
Q1 		$741K Buy
3,015
+42
+1% +$10.3K 0.16% 69
2023
Q4 		$730K Buy
2,973
+303
+11% +$66.6K 0.17% 66
2023
Q3 		$544K Buy
2,670
+20
+0.8% +$4.36K 0.13% 73
2023
Q2 		$542K Buy
2,650
+21
+0.8% +$4.17K 0.13% 76
2023
Q1 		$529K Buy
2,629
+124
+5% +$25.1K 0.13% 83
2022
Q4 		$519K Sell
2,505
-51
-2% -$10.5K 0.14% 78
2022
Q3 		$498K Buy
2,556
+188
+8% +$41.6K 0.14% 69
2022
Q2 		$505K Buy
2,368
+386
+19% +$87.8K 0.14% 72
2022
Q1 		$542K Buy
1,982
+62
+3% +$15.7K 0.13% 75
2021
Q4 		$484K Buy
1,920
+178
+10% +$42.2K 0.12% 76
2021
Q3 		$341K Buy
1,742
+216
+14% +$46.6K 0.09% 92
2021
Q2 		$336K Buy
1,526
+24
+2% +$5.34K 0.09% 85
2021
Q1 		$331K Buy
1,502
+107
+8% +$22.5K 0.09% 80
2020
Q4 		$290K Buy
1,395
+272
+24% +$54.3K 0.08% 100
2020
Q3 		$222K Buy
1,123
+265
+31% +$49.2K 0.07% 109
2020
Q2 		$145K Buy
858
+634
+283% +$102K 0.05% 125
2020
Q1 		$32K Buy
+224
New +$37K 0.01% 220
2019
Q1 		– Sell
-303
Closed -$42K – 1110
2018
Q4 		$42K Buy
+303
New +$44.9K 0.03% 206

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

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

Prestige Wealth Management Group increased its Union Pacific (UNP) stake by 37% in Q2 2026, buying an estimated $327K and bringing the position to 4,582 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #64.

Prestige Wealth Management Group first reported a position in UNP in Q4 2018 and has held it in 27 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Prestige Wealth Management Group held 4,582 shares of Union Pacific worth $1.25M as of Q2 2026.
  • Prestige Wealth Management Group bought 1,245 Union Pacific shares in Q2 2026, an estimated $327K.
  • Union Pacific made up 0.23% of Prestige Wealth Management Group's portfolio in Q2 2026, its #64 holding.
  • Prestige Wealth Management Group first reported a position in Union Pacific in Q4 2018 and has held it in 27 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.