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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
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% -$9.84K 0.1% 45
2023
Q4 		$322K Buy
+1,290
New +$284K 0.11% 42

Other funds holding UNP

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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

The Wealth Group's UNP Position: Q2 2026 in Review

The Wealth Group held its Union Pacific (UNP) position steady in Q2 2026 at 1,005 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #73.

The Wealth Group first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2023. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • The Wealth Group held 1,005 shares of Union Pacific worth $273K as of Q2 2026.
  • The Wealth Group left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.05% of The Wealth Group's portfolio in Q2 2026, its #73 holding.
  • The Wealth Group first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's Union Pacific position peaked at $322K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.