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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
Q3 		$10.1K Buy
37
+22
+147% +$6.4K 0.01% 266
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Retirement Wealth Solutions's UNP Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Union Pacific (UNP) stake by 147% in Q3 2026, buying an estimated $6.4K and bringing the position to 37 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #266.

Retirement Wealth Solutions first reported a position in UNP in Q3 2025 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Retirement Wealth Solutions held 37 shares of Union Pacific worth $10.1K as of Q3 2026.
  • Retirement Wealth Solutions bought 22 Union Pacific shares in Q3 2026, an estimated $6.4K.
  • Union Pacific made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #266 holding.
  • Retirement Wealth Solutions first reported a position in Union Pacific in Q3 2025 and has held it in 5 quarters since.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.