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

Private 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 		$26.7K Hold
98
– – 0.01% 313
2026
Q1 		$23.8K Hold
98
– – 0.01% 289
2025
Q4 		$22.7K Sell
98
-16
-14% -$3.65K 0.01% 297
2025
Q3 		$26.9K Sell
114
-6
-5% -$1.35K 0.01% 266
2025
Q2 		$27.6K Sell
120
-1
-0.8% -$222 0.01% 244
2025
Q1 		$28.6K Hold
121
– – 0.01% 237
2024
Q4 		$27.6K Buy
121
+1
+0.8% +$237 0.01% 243
2024
Q3 		$29.6K Buy
120
+2
+2% +$485 0.01% 226
2024
Q2 		$26.7K Sell
118
-68
-37% -$15.9K 0.01% 232
2024
Q1 		$45.7K Hold
186
– – 0.02% 162
2023
Q4 		$45.7K Buy
+186
New +$40.9K 0.02% 164

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

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

Private Wealth Management Group held its Union Pacific (UNP) position steady in Q2 2026 at 98 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #313.

Private Wealth Management Group first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.7K in Q1 2024. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Private Wealth Management Group held 98 shares of Union Pacific worth $26.7K as of Q2 2026.
  • Private Wealth Management Group left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #313 holding.
  • Private Wealth Management Group first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Union Pacific position peaked at $45.7K in Q1 2024.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.