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Spire Wealth Management’s Union Pacific UNP Stock Holding History

Spire 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 		$690K Sell
2,538
-264
-9% -$69.3K 0.02% 471
2026
Q1 		$680K Buy
2,802
+71
+3% +$17.4K 0.02% 466
2025
Q4 		$632K Sell
2,731
-605
-18% -$138K 0.02% 489
2025
Q3 		$789K Sell
3,336
-744
-18% -$168K 0.03% 420
2025
Q2 		$939K Sell
4,080
-4,250
-51% -$944K 0.03% 376
2025
Q1 		$1.97M Sell
8,330
-308
-4% -$74.1K 0.06% 268
2024
Q4 		$1.97M Sell
8,638
-6,949
-45% -$1.65M 0.06% 245
2024
Q3 		$3.84M Sell
15,587
-11,787
-43% -$2.86M 0.13% 139
2024
Q2 		$6.19M Buy
27,374
+81
+0.3% +$19K 0.22% 96
2024
Q1 		$6.71M Buy
27,293
+20,800
+320% +$5.12M 0.12% 123
2023
Q4 		$1.55M Sell
6,493
-17,975
-73% -$3.95M 0.05% 273
2023
Q3 		$4.98M Buy
24,468
+6,955
+40% +$1.51M 0.19% 106
2023
Q2 		$3.58M Buy
17,513
+11,031
+170% +$2.19M 0.13% 153
2023
Q1 		$1.3M Buy
6,482
+1,267
+24% +$257K 0.05% 296
2022
Q4 		$1.08M Buy
5,215
+775
+17% +$159K 0.06% 227
2022
Q3 		$865K Sell
4,440
-2,431
-35% -$538K 0.05% 234
2022
Q2 		$1.47M Sell
6,871
-48,788
-88% -$11.1M 0.06% 255
2022
Q1 		$15.2M Sell
55,659
-16,118
-22% -$4.07M 0.41% 62
2021
Q4 		$18.1M Buy
71,777
+9,592
+15% +$2.27M 0.4% 60
2021
Q3 		$12.2M Sell
62,185
-17,930
-22% -$3.87M 0.32% 87
2021
Q2 		$17.6M Sell
80,115
-9,581
-11% -$2.13M 0.48% 46
2021
Q1 		$19.7M Buy
+89,696
New +$18.8M 0.52% 36

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

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

Spire Wealth Management reduced its Union Pacific (UNP) stake by 9.4% in Q2 2026, selling an estimated $69.3K and leaving 2,538 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #471.

Spire Wealth Management first reported a position in UNP in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.7M in Q1 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Spire Wealth Management held 2,538 shares of Union Pacific worth $690K as of Q2 2026.
  • Spire Wealth Management sold 264 Union Pacific shares in Q2 2026, an estimated $69.3K.
  • Union Pacific made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Spire Wealth Management first reported a position in Union Pacific in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Union Pacific position peaked at $19.7M in Q1 2021.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.