The Wealth Group
UNP icon

The Wealth Group’s Union Pacific UNP Stock Holding History

The Wealth Group’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
Q3 		$280K Hold
1,005
– – 0.05% 74
2026
Q2 		$273K Hold
1,005
– – 0.05% 73
2026
Q1 		$244K Sell
1,005
-25
-2% -$6.12K 0.06% 74
2025
Q4 		$238K Hold
1,030
– – 0.05% 72
2025
Q3 		$243K Sell
1,030
-75
-7% -$16.9K 0.06% 70
2025
Q2 		$254K Hold
1,105
– – 0.06% 64
2025
Q1 		$261K Sell
1,105
-94
-8% -$22.6K 0.08% 54
2024
Q4 		$273K Sell
1,199
-51
-4% -$12.1K 0.08% 51
2024
Q3 		$308K Hold
1,250
– – 0.09% 47
2024
Q2 		$283K Hold
1,250
– – 0.09% 47
2024
Q1 		$309K Sell
1,250
-40
-3% -$9.8K 0.1% 45
2023
Q4 		$322K Buy
+1,290
New +$284K 0.11% 42

Other funds holding UNP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

The Wealth Group's UNP Position: Q3 2026 in Review

The Wealth Group held its Union Pacific (UNP) position steady in Q3 2026 at 1,005 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #74.

The Wealth Group first reported a position in UNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $322K in Q4 2023. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • The Wealth Group held 1,005 shares of Union Pacific worth $280K as of Q3 2026.
  • The Wealth Group left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.05% of The Wealth Group's portfolio in Q3 2026, its #74 holding.
  • The Wealth Group first reported a position in Union Pacific in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Union Pacific position peaked at $322K in Q4 2023.
  • 1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.