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Tradition Wealth Management’s Union Pacific UNP Stock Holding History

Tradition 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 		$440K Buy
1,619
+19
+1% +$4.99K 0.03% 333
2026
Q1 		$388K Buy
1,600
+193
+14% +$47.3K 0.03% 337
2025
Q4 		$325K Sell
1,407
-36
-2% -$8.22K 0.02% 363
2025
Q3 		$341K Buy
1,443
+31
+2% +$6.99K 0.03% 346
2025
Q2 		$325K Buy
1,412
+299
+27% +$66.4K 0.03% 334
2025
Q1 		$263K Sell
1,113
-14
-1% -$3.37K 0.02% 355
2024
Q4 		$257K Sell
1,127
-206
-15% -$48.8K 0.02% 352
2024
Q3 		$329K Buy
1,333
+3
+0.2% +$727 0.03% 307
2024
Q2 		$301K Sell
1,330
-64
-5% -$15K 0.03% 312
2024
Q1 		$343K Buy
1,394
+58
+4% +$14.3K 0.03% 283
2023
Q4 		$328K Buy
1,336
+15
+1% +$3.3K 0.03% 261
2023
Q3 		$269K Buy
1,321
+7
+0.5% +$1.52K 0.03% 266
2023
Q2 		$269K Buy
1,314
+120
+10% +$23.9K 0.03% 264
2023
Q1 		$240K Buy
1,194
+368
+45% +$74.6K 0.03% 278
2022
Q4 		$171K Buy
826
+7
+0.9% +$1.44K 0.02% 285
2022
Q3 		$160K Buy
819
+461
+129% +$102K 0.02% 288
2022
Q2 		$76K Sell
358
-109
-23% -$24.8K 0.01% 396
2022
Q1 		$128K Sell
467
-3
-0.6% -$758 0.02% 361
2021
Q4 		$119K Sell
470
-96
-17% -$22.7K 0.02% 370
2021
Q3 		$111K Sell
566
-4
-0.7% -$864 0.02% 357
2021
Q2 		$125K Buy
570
+301
+112% +$67K 0.02% 352
2021
Q1 		$59K Buy
269
+98
+57% +$20.6K 0.01% 402
2020
Q4 		$36K Buy
+171
New +$34.2K 0.01% 474

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

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

Tradition Wealth Management increased its Union Pacific (UNP) stake by 1.2% in Q2 2026, buying an estimated $4.99K and bringing the position to 1,619 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #333.

Tradition Wealth Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Tradition Wealth Management held 1,619 shares of Union Pacific worth $440K as of Q2 2026.
  • Tradition Wealth Management bought 19 Union Pacific shares in Q2 2026, an estimated $4.99K.
  • Union Pacific made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Tradition Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.