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SMART Wealth’s Union Pacific UNP Stock Holding History

SMART Wealth’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 		$654K Sell
2,403
-249
-9% -$65.4K 0.14% 136
2026
Q1 		$643K Buy
2,652
+121
+5% +$29.6K 0.19% 120
2025
Q4 		$586K Buy
2,531
+221
+10% +$50.4K 0.18% 106
2025
Q3 		$546K Sell
2,310
-834
-27% -$188K 0.21% 86
2025
Q2 		$723K Buy
3,144
+1,036
+49% +$230K 0.23% 94
2025
Q1 		$498K Sell
2,108
-985
-32% -$237K 0.18% 97
2024
Q4 		$705K Sell
3,093
-614
-17% -$145K 0.25% 93
2024
Q3 		$914K Sell
3,707
-287
-7% -$69.6K 0.36% 60
2024
Q2 		$904K Buy
3,994
+129
+3% +$30.2K 0.37% 59
2024
Q1 		$951K Buy
3,865
+308
+9% +$75.8K 0.43% 48
2023
Q4 		$874K Buy
3,557
+423
+13% +$93K 0.48% 39
2023
Q3 		$638K Buy
3,134
+513
+20% +$112K 0.48% 45
2023
Q2 		$536K Buy
2,621
+997
+61% +$198K 0.4% 45
2023
Q1 		$327K Sell
1,624
-869
-35% -$176K 0.29% 55
2022
Q4 		$516K Buy
+2,493
New +$511K 0.39% 48

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

SMART Wealth's UNP Position: Q2 2026 in Review

SMART Wealth reduced its Union Pacific (UNP) stake by 9.4% in Q2 2026, selling an estimated $65.4K and leaving 2,403 shares worth $654K. The position accounts for 0.14% of the portfolio, ranked #136.

SMART Wealth first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $951K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SMART Wealth held 2,403 shares of Union Pacific worth $654K as of Q2 2026.
  • SMART Wealth sold 249 Union Pacific shares in Q2 2026, an estimated $65.4K.
  • Union Pacific made up 0.14% of SMART Wealth's portfolio in Q2 2026, its #136 holding.
  • SMART Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's Union Pacific position peaked at $951K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.