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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
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

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

Triad Wealth Partners's UNP Position: Q1 2026 in Review

Triad Wealth Partners increased its Union Pacific (UNP) stake by 31% in Q1 2026, buying an estimated $181K and bringing the position to 3,154 shares worth $765K. 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 7 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Triad Wealth Partners held 3,154 shares of Union Pacific worth $765K as of Q1 2026.
  • Triad Wealth Partners bought 738 Union Pacific shares in Q1 2026, an estimated $181K.
  • Union Pacific made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #207 holding.
  • Triad Wealth Partners first reported a position in Union Pacific in Q2 2024 and has held it in 7 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.