QFW
UNP icon

QTR Family Wealth’s Union Pacific UNP Stock Holding History

QTR Family 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
Q2 		$356K Buy
1,308
+50
+4% +$13.1K 0.12% 182
2026
Q1 		$317K Buy
1,258
+144
+13% +$35.3K 0.13% 185
2025
Q4 		$291K Buy
+1,114
New +$254K 0.13% 188

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

QTR Family Wealth's UNP Position: Q2 2026 in Review

QTR Family Wealth increased its Union Pacific (UNP) stake by 4% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,308 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #182.

QTR Family Wealth first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,927 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • QTR Family Wealth held 1,308 shares of Union Pacific worth $356K as of Q2 2026.
  • QTR Family Wealth bought 50 Union Pacific shares in Q2 2026, an estimated $13.1K.
  • Union Pacific made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #182 holding.
  • QTR Family Wealth first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.