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Thrive Wealth Management’s Union Pacific UNP Stock Holding History

Thrive 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 		$884K Sell
3,249
-519
-14% -$136K 0.11% 86
2026
Q1 		$914K Sell
3,768
-497
-12% -$122K 0.14% 78
2025
Q4 		$987K Sell
4,265
-88
-2% -$20.1K 0.14% 80
2025
Q3 		$1.03M Buy
4,353
+628
+17% +$142K 0.16% 75
2025
Q2 		$857K Sell
3,725
-180
-5% -$40K 0.14% 88
2025
Q1 		$923K Buy
3,905
+30
+0.8% +$7.22K 0.18% 75
2024
Q4 		$884K Sell
3,875
-352
-8% -$83.3K 0.16% 77
2024
Q3 		$1.04M Sell
4,227
-2
-0% -$485 0.19% 66
2024
Q2 		$957K Buy
4,229
+37
+0.9% +$8.67K 0.19% 66
2024
Q1 		$1.03M Buy
4,192
+190
+5% +$46.8K 0.21% 62
2023
Q4 		$983K Buy
4,002
+6
+0.2% +$1.32K 0.22% 60
2023
Q3 		$814K Buy
3,996
+64
+2% +$13.9K 0.22% 65
2023
Q2 		$805K Buy
3,932
+684
+21% +$136K 0.21% 68
2023
Q1 		$654K Buy
3,248
+191
+6% +$38.7K 0.17% 75
2022
Q4 		$633K Buy
3,057
+76
+3% +$15.6K 0.18% 74
2022
Q3 		$581K Buy
2,981
+121
+4% +$26.8K 0.2% 72
2022
Q2 		$610K Buy
+2,860
New +$651K 0.21% 61

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

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

Thrive Wealth Management reduced its Union Pacific (UNP) stake by 14% in Q2 2026, selling an estimated $136K and leaving 3,249 shares worth $884K. The position accounts for 0.11% of the portfolio, ranked #86.

Thrive Wealth Management first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Thrive Wealth Management held 3,249 shares of Union Pacific worth $884K as of Q2 2026.
  • Thrive Wealth Management sold 519 Union Pacific shares in Q2 2026, an estimated $136K.
  • Union Pacific made up 0.11% of Thrive Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Thrive Wealth Management first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • Thrive Wealth Management's Union Pacific position peaked at $1.04M in Q3 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.