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SteelPeak Wealth’s Union Pacific UNP Stock Holding History

SteelPeak 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 		$2.82M Sell
10,351
-2,631
-20% -$691K 0.07% 192
2026
Q1 		$3.15M Buy
12,982
+11,362
+701% +$2.78M 0.1% 158
2025
Q4 		$375K Sell
1,620
-74
-4% -$16.9K 0.01% 396
2025
Q3 		$400K Sell
1,694
-593
-26% -$134K 0.01% 425
2025
Q2 		$526K Buy
2,287
+125
+6% +$27.8K 0.02% 355
2025
Q1 		$511K Buy
2,162
+68
+3% +$16.4K 0.02% 340
2024
Q4 		$478K Sell
2,094
-285
-12% -$67.5K 0.02% 346
2024
Q3 		$586K Buy
2,379
+375
+19% +$90.9K 0.03% 287
2024
Q2 		$453K Buy
2,004
+25
+1% +$5.86K 0.02% 319
2024
Q1 		$487K Sell
1,979
-1,000
-34% -$246K 0.02% 303
2023
Q4 		$732K Hold
2,979
– – 0.04% 242
2023
Q3 		$607K Sell
2,979
-1,038
-26% -$226K 0.04% 231
2023
Q2 		$822K Buy
4,017
+648
+19% +$129K 0.05% 196
2023
Q1 		$678K Sell
3,369
-1,460
-30% -$296K 0.05% 198
2022
Q4 		$1,000K Sell
4,829
-1,135
-19% -$233K 0.07% 172
2022
Q3 		$1.16M Buy
5,964
+78
+1% +$17.3K 0.09% 156
2022
Q2 		$1.25M Sell
5,886
-512
-8% -$116K 0.09% 150
2022
Q1 		$1.75M Buy
6,398
+2,484
+63% +$627K 0.1% 130
2021
Q4 		$986K Sell
3,914
-76
-2% -$18K 0.06% 177
2021
Q3 		$782K Buy
3,990
+93
+2% +$20.1K 0.05% 192
2021
Q2 		$857K Sell
3,897
-2,586
-40% -$576K 0.06% 192
2021
Q1 		$1.43M Sell
6,483
-537
-8% -$113K 0.11% 128
2020
Q4 		$1.46M Sell
7,020
-1,734
-20% -$346K 0.13% 123
2020
Q3 		$1.72M Buy
8,754
+6,027
+221% +$1.12M 0.18% 95
2020
Q2 		$461K Sell
2,727
-6,021
-69% -$965K 0.06% 170
2020
Q1 		$1.23M Buy
8,748
+5,025
+135% +$831K 0.19% 97
2019
Q4 		$673K Buy
+3,723
New +$637K 0.09% 159

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

SteelPeak Wealth's UNP Position: Q2 2026 in Review

SteelPeak Wealth reduced its Union Pacific (UNP) stake by 20% in Q2 2026, selling an estimated $691K and leaving 10,351 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #192.

SteelPeak Wealth first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.15M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SteelPeak Wealth held 10,351 shares of Union Pacific worth $2.82M as of Q2 2026.
  • SteelPeak Wealth sold 2,631 Union Pacific shares in Q2 2026, an estimated $691K.
  • Union Pacific made up 0.07% of SteelPeak Wealth's portfolio in Q2 2026, its #192 holding.
  • SteelPeak Wealth first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Union Pacific position peaked at $3.15M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.