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Topsail Wealth Management’s Union Pacific UNP Stock Holding History

Topsail 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
Q1 		$275K Buy
1,134
+165
+17% +$40.4K 0.04% 135
2025
Q4 		$224K Buy
969
+8
+0.8% +$1.83K 0.03% 146
2025
Q3 		$227K Buy
961
+33
+4% +$7.44K 0.04% 145
2025
Q2 		$214K Sell
928
-38
-4% -$8.44K 0.04% 139
2025
Q1 		$228K Buy
966
+9
+0.9% +$2.17K 0.05% 123
2024
Q4 		$218K Buy
+957
New +$227K 0.05% 113

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Topsail Wealth Management's UNP Position: Q1 2026 in Review

Topsail Wealth Management increased its Union Pacific (UNP) stake by 17% in Q1 2026, buying an estimated $40.4K and bringing the position to 1,134 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #135.

Topsail Wealth Management first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Topsail Wealth Management held 1,134 shares of Union Pacific worth $275K as of Q1 2026.
  • Topsail Wealth Management bought 165 Union Pacific shares in Q1 2026, an estimated $40.4K.
  • Union Pacific made up 0.04% of Topsail Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Topsail Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.