Private Wealth Asset Management’s Union Pacific UNP Stock Holding History

Private Wealth Asset 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 Q2	$3.47M	Buy	12,767 +244	+2%	+$64.1K	0.33%	59
2026 Q1	$3.04M	Sell	12,523 -2	-0%	-$490	0.32%	59
2025 Q4	$2.9M	Buy	12,525 +1,469	+13%	+$335K	0.32%	56
2025 Q3	$2.61M	Sell	11,056 -1,197	-10%	-$270K	0.31%	54
2025 Q2	$2.82M	Sell	12,253 -1,032	-8%	-$229K	0.37%	52
2025 Q1	$3.14M	Buy	+13,285	New	+$3.2M	0.45%	44

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Private Wealth Asset Management's UNP Position: Q2 2026 in Review

Private Wealth Asset Management increased its Union Pacific (UNP) stake by 1.9% in Q2 2026, buying an estimated $64.1K and bringing the position to 12,767 shares worth $3.47M. The position accounts for 0.33% of the portfolio, ranked #59.

Private Wealth Asset Management first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Private Wealth Asset Management held 12,767 shares of Union Pacific worth $3.47M as of Q2 2026.
Private Wealth Asset Management bought 244 Union Pacific shares in Q2 2026, an estimated $64.1K.
Union Pacific made up 0.33% of Private Wealth Asset Management's portfolio in Q2 2026, its #59 holding.
Private Wealth Asset Management first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.