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TriaGen Wealth Management’s Union Pacific UNP Stock Holding History

TriaGen 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 		$206K Sell
759
-375
-33% -$98.5K 0.05% 177
2026
Q1 		$275K Sell
1,134
-22
-2% -$5.39K 0.08% 152
2025
Q4 		$267K Sell
1,156
-478
-29% -$109K 0.07% 156
2025
Q3 		$386K Hold
1,634
– – 0.1% 141
2025
Q2 		$376K Buy
1,634
+42
+3% +$9.32K 0.11% 131
2025
Q1 		$376K Hold
1,592
– – 0.13% 125
2024
Q4 		$363K Hold
1,592
– – 0.12% 126
2024
Q3 		$392K Hold
1,592
– – 0.13% 121
2024
Q2 		$360K Hold
1,592
– – 0.14% 122
2024
Q1 		$392K Sell
1,592
-125
-7% -$30.8K 0.16% 112
2023
Q4 		$422K Buy
1,717
+67
+4% +$14.7K 0.2% 102
2023
Q3 		$336K Sell
1,650
-100
-6% -$21.8K 0.17% 107
2023
Q2 		$358K Hold
1,750
– – 0.16% 117
2023
Q1 		$352K Buy
1,750
+12
+0.7% +$2.43K 0.18% 108
2022
Q4 		$360K Sell
1,738
-4
-0.2% -$820 0.2% 115
2022
Q3 		$339K Hold
1,742
– – 0.19% 110
2022
Q2 		$372K Buy
1,742
+12
+0.7% +$2.73K 0.26% 91
2022
Q1 		$473K Hold
1,730
– – 0.25% 103
2021
Q4 		$436K Sell
1,730
-18
-1% -$4.26K 0.22% 109
2021
Q3 		$343K Sell
1,748
-33
-2% -$7.13K 0.19% 130
2021
Q2 		$390K Sell
1,781
-580
-25% -$129K 0.2% 119
2021
Q1 		$520K Buy
2,361
+1
+0% +$210 0.3% 91
2020
Q4 		$491K Buy
+2,360
New +$471K 0.29% 97

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

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

TriaGen Wealth Management reduced its Union Pacific (UNP) stake by 33% in Q2 2026, selling an estimated $98.5K and leaving 759 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #177.

TriaGen Wealth Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $520K in Q1 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • TriaGen Wealth Management held 759 shares of Union Pacific worth $206K as of Q2 2026.
  • TriaGen Wealth Management sold 375 Union Pacific shares in Q2 2026, an estimated $98.5K.
  • Union Pacific made up 0.05% of TriaGen Wealth Management's portfolio in Q2 2026, its #177 holding.
  • TriaGen Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Union Pacific position peaked at $520K in Q1 2021.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.