Triad Wealth Partners
UNP icon

Triad Wealth Partners’s Union Pacific UNP Stock Holding History

Triad Wealth Partners’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
Q3 		$1.03M Sell
3,770
-27
-0.7% -$7.85K 0.06% 207
2026
Q2 		$1.11M Buy
3,797
+643
+20% +$169K 0.07% 191
2026
Q1 		$765K Buy
3,154
+738
+31% +$181K 0.06% 207
2025
Q4 		$559K Buy
2,416
+480
+25% +$110K 0.05% 243
2025
Q3 		$458K Buy
1,936
+188
+11% +$42.4K 0.06% 218
2025
Q2 		$402K Buy
1,748
+244
+16% +$54.2K 0.08% 178
2025
Q1 		$355K Buy
1,504
+128
+9% +$30.8K 0.11% 137
2024
Q4 		$314K Buy
+1,376
New +$326K 0.11% 129
2024
Q3 		– Sell
-907
Closed -$205K – 867
2024
Q2 		$205K Buy
+907
New +$213K 0.11% 92

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Triad Wealth Partners's UNP Position: Q3 2026 in Review

Triad Wealth Partners reduced its Union Pacific (UNP) stake by 0.71% in Q3 2026, selling an estimated $7.85K and leaving 3,770 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #207.

Triad Wealth Partners first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2026. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Triad Wealth Partners held 3,770 shares of Union Pacific worth $1.03M as of Q3 2026.
  • Triad Wealth Partners sold 27 Union Pacific shares in Q3 2026, an estimated $7.85K.
  • Union Pacific made up 0.06% of Triad Wealth Partners's portfolio in Q3 2026, its #207 holding.
  • Triad Wealth Partners first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Union Pacific position peaked at $1.11M in Q2 2026.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.