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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
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

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

Triad Wealth Partners's UNP Position: Q2 2026 in Review

Triad Wealth Partners increased its Union Pacific (UNP) stake by 20% in Q2 2026, buying an estimated $169K and bringing the position to 3,797 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #191.

Triad Wealth Partners first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Triad Wealth Partners held 3,797 shares of Union Pacific worth $1.11M as of Q2 2026.
  • Triad Wealth Partners bought 643 Union Pacific shares in Q2 2026, an estimated $169K.
  • Union Pacific made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #191 holding.
  • Triad Wealth Partners first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.