TRB Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$775K Buy
2,850
+1,024
+56% +$269K 0.1% 109
2026
Q1
$443K Buy
+1,826
New +$447K 0.06% 153

Other funds holding UNP

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

TRB Wealth Management increased its Union Pacific (UNP) stake by 56% in Q2 2026, buying an estimated $269K and bringing the position to 2,850 shares worth $775K. The position accounts for 0.1% of the portfolio, ranked #109.

TRB Wealth Management first reported a position in UNP in Q1 2026 and has held it in 2 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • TRB Wealth Management held 2,850 shares of Union Pacific worth $775K as of Q2 2026.
  • TRB Wealth Management bought 1,024 Union Pacific shares in Q2 2026, an estimated $269K.
  • Union Pacific made up 0.1% of TRB Wealth Management's portfolio in Q2 2026, its #109 holding.
  • TRB Wealth Management first reported a position in Union Pacific in Q1 2026 and has held it in 2 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.