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Quotient Wealth Partners’s Union Pacific UNP Stock Holding History

Quotient Wealth Partners’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 		$867K Buy
3,187
+33
+1% +$8.66K 0.02% 143
2026
Q1 		$765K Buy
3,154
+144
+5% +$35.3K 0.02% 144
2025
Q4 		$696K Sell
3,010
-279
-8% -$63.7K 0.02% 154
2025
Q3 		$777K Buy
3,289
+113
+4% +$25.5K 0.02% 140
2025
Q2 		$731K Sell
3,176
-905
-22% -$201K 0.02% 145
2025
Q1 		$964K Sell
4,081
-159
-4% -$38.3K 0.03% 112
2024
Q4 		$967K Buy
4,240
+21
+0.5% +$4.97K 0.03% 103
2024
Q3 		$1.04M Buy
4,219
+233
+6% +$56.5K 0.03% 105
2024
Q2 		$902K Buy
3,986
+772
+24% +$181K 0.03% 113
2024
Q1 		$790K Sell
3,214
-83
-3% -$20.4K 0.03% 127
2023
Q4 		$810K Buy
+3,297
New +$725K 0.03% 138

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

Quotient Wealth Partners's UNP Position: Q2 2026 in Review

Quotient Wealth Partners increased its Union Pacific (UNP) stake by 1% in Q2 2026, buying an estimated $8.66K and bringing the position to 3,187 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #143.

Quotient Wealth Partners first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Quotient Wealth Partners held 3,187 shares of Union Pacific worth $867K as of Q2 2026.
  • Quotient Wealth Partners bought 33 Union Pacific shares in Q2 2026, an estimated $8.66K.
  • Union Pacific made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Quotient Wealth Partners first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Union Pacific position peaked at $1.04M in Q3 2024.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.