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Rialto Wealth Management’s Union Pacific UNP Stock Holding History

Rialto Wealth Management’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 		$124K Sell
456
-112
-20% -$29.4K 0.02% 216
2026
Q1 		$138K Buy
568
+13
+2% +$3.18K 0.03% 182
2025
Q4 		$128K Buy
555
+2
+0.4% +$457 0.03% 187
2025
Q3 		$131K Sell
553
-23
-4% -$5.18K 0.03% 181
2025
Q2 		$133K Buy
576
+12
+2% +$2.66K 0.04% 174
2025
Q1 		$133K Buy
564
+5
+0.9% +$1.2K 0.04% 172
2024
Q4 		$127K Buy
+559
New +$132K 0.04% 176

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

Rialto Wealth Management's UNP Position: Q2 2026 in Review

Rialto Wealth Management reduced its Union Pacific (UNP) stake by 20% in Q2 2026, selling an estimated $29.4K and leaving 456 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #216.

Rialto Wealth Management first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $138K in Q1 2026. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Rialto Wealth Management held 456 shares of Union Pacific worth $124K as of Q2 2026.
  • Rialto Wealth Management sold 112 Union Pacific shares in Q2 2026, an estimated $29.4K.
  • Union Pacific made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Rialto Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Union Pacific position peaked at $138K in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.