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Retirement Wealth Solutions’s Union Pacific UNP Stock Holding History

Retirement Wealth Solutions’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 		$4.08K Buy
15
+4
+36% +$1.05K ﹤0.01% 393
2026
Q1 		$2.67K Buy
11
+9
+450% +$2.2K ﹤0.01% 443
2025
Q4 		$463 Sell
2
-1
-33% -$228 ﹤0.01% 688
2025
Q3 		$710 Buy
+3
New +$676 ﹤0.01% 638

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

Retirement Wealth Solutions's UNP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Union Pacific (UNP) stake by 36% in Q2 2026, buying an estimated $1.05K and bringing the position to 15 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Retirement Wealth Solutions first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Retirement Wealth Solutions held 15 shares of Union Pacific worth $4.08K as of Q2 2026.
  • Retirement Wealth Solutions bought 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #393 holding.
  • Retirement Wealth Solutions first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.