PUREfi Wealth’s Union Pacific UNP Stock Holding History

PUREfi Wealth’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 Q3	$532K	Sell	1,954 -18	-0.9%	-$5.23K	0.25%	92
2026 Q2	$536K	Buy	1,972 +70	+4%	+$18.4K	0.29%	83
2026 Q1	$461K	Sell	1,902 -282	-13%	-$69K	0.3%	83
2025 Q4	$505K	Sell	2,184 -33	-1%	-$7.53K	0.39%	68
2025 Q3	$524K	Sell	2,217 -87	-4%	-$19.6K	0.4%	71
2025 Q2	$530K	Sell	2,304 -81	-3%	-$18K	0.42%	62
2025 Q1	$563K	Sell	2,385 -262	-10%	-$63.1K	0.56%	47
2024 Q4	$604K	Buy	+2,647	New	+$627K	0.59%	36

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

PUREfi Wealth's UNP Position: Q3 2026 in Review

PUREfi Wealth reduced its Union Pacific (UNP) stake by 0.91% in Q3 2026, selling an estimated $5.23K and leaving 1,954 shares worth $532K. The position accounts for 0.25% of the portfolio, ranked #92.

PUREfi Wealth first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $604K in Q4 2024. 945 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

PUREfi Wealth held 1,954 shares of Union Pacific worth $532K as of Q3 2026.
PUREfi Wealth sold 18 Union Pacific shares in Q3 2026, an estimated $5.23K.
Union Pacific made up 0.25% of PUREfi Wealth's portfolio in Q3 2026, its #92 holding.
PUREfi Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Union Pacific position peaked at $604K in Q4 2024.
945 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.