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Smallwood Wealth Investment Management’s Union Pacific UNP Stock Holding History

Smallwood Wealth Investment 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 		$19.6K Sell
72
-7
-9% -$1.84K 0.01% 280
2026
Q1 		$19.2K Hold
79
– – 0.01% 262
2025
Q4 		$18.3K Buy
79
+7
+10% +$1.6K 0.01% 265
2025
Q3 		$17K Buy
72
+1
+1% +$225 0.01% 276
2025
Q2 		$16.3K Buy
71
+4
+6% +$888 0.01% 270
2025
Q1 		$15.8K Buy
+67
New +$16.1K 0.01% 274

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Smallwood Wealth Investment Management's UNP Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Union Pacific (UNP) stake by 8.9% in Q2 2026, selling an estimated $1.84K and leaving 72 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #280.

Smallwood Wealth Investment Management first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 1,092 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Smallwood Wealth Investment Management held 72 shares of Union Pacific worth $19.6K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 7 Union Pacific shares in Q2 2026, an estimated $1.84K.
  • Union Pacific made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #280 holding.
  • Smallwood Wealth Investment Management first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.