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Triangle Securities Wealth Management’s Union Pacific UNP Stock Holding History

Triangle Securities 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 		$608K Hold
2,234
– – 0.12% 152
2026
Q1 		$542K Sell
2,234
-2,290
-51% -$561K 0.12% 154
2025
Q4 		$1.06M Buy
4,524
+2,234
+98% +$510K 0.22% 103
2025
Q3 		$541K Buy
2,290
+530
+30% +$119K 0.12% 151
2025
Q2 		$405K Sell
1,760
-733
-29% -$163K 0.1% 163
2025
Q1 		$589K Buy
2,493
+136
+6% +$32.7K 0.15% 141
2024
Q4 		$538K Hold
2,357
– – 0.14% 144
2024
Q3 		$581K Sell
2,357
-95
-4% -$23K 0.15% 143
2024
Q2 		$555K Sell
2,452
-66
-3% -$15.5K 0.16% 142
2024
Q1 		$619K Sell
2,518
-33
-1% -$8.12K 0.18% 131
2023
Q4 		$627K Hold
2,551
– – 0.19% 124
2023
Q3 		$519K Buy
2,551
+31
+1% +$6.75K 0.18% 129
2023
Q2 		$516K Sell
2,520
-30
-1% -$5.96K 0.18% 131
2023
Q1 		$513K Sell
2,550
-125
-5% -$25.3K 0.18% 133
2022
Q4 		$554K Sell
2,675
-60
-2% -$12.3K 0.2% 125
2022
Q3 		$533K Sell
2,735
-44
-2% -$9.74K 0.22% 122
2022
Q2 		$593K Sell
2,779
-10
-0.4% -$2.27K 0.23% 116
2022
Q1 		$762K Sell
2,789
-80
-3% -$20.2K 0.26% 108
2021
Q4 		$723K Sell
2,869
-55
-2% -$13K 0.23% 116
2021
Q3 		$573K Hold
2,924
– – 0.19% 124
2021
Q2 		$643K Sell
2,924
-200
-6% -$44.5K 0.22% 119
2021
Q1 		$689K Sell
3,124
-55
-2% -$11.5K 0.25% 111
2020
Q4 		$662K Sell
3,179
-385
-11% -$76.9K 0.26% 109
2020
Q3 		$702K Sell
3,564
-300
-8% -$55.8K 0.32% 96
2020
Q2 		$653K Sell
3,864
-605
-14% -$97K 0.31% 94
2020
Q1 		$630K Buy
4,469
+264
+6% +$43.6K 0.36% 85
2019
Q4 		$760K Buy
4,205
+30
+0.7% +$5.14K 0.33% 85
2019
Q3 		$676K Buy
4,175
+380
+10% +$63.9K 0.33% 89
2019
Q2 		$644K Sell
3,795
-195
-5% -$33.4K 0.33% 83
2019
Q1 		$667K Sell
3,990
-2,340
-37% -$377K 0.35% 82
2018
Q4 		$875K Buy
6,330
+2,335
+58% +$346K 0.52% 65
2018
Q3 		$651K Buy
3,995
+115
+3% +$17.3K 0.35% 84
2018
Q2 		$550K Sell
3,880
-265
-6% -$36.9K 0.31% 93
2018
Q1 		$557K Sell
4,145
-15
-0.4% -$2.02K 0.32% 92
2017
Q4 		$558K Sell
4,160
-15
-0.4% -$1.81K 0.32% 89
2017
Q3 		$484K Buy
4,175
+1,460
+54% +$157K 0.29% 90
2017
Q2 		$296K Buy
2,715
+120
+5% +$13.1K 0.2% 109
2017
Q1 		$275K Sell
2,595
-145
-5% -$15.5K 0.18% 111
2016
Q4 		$284K Sell
2,740
-150
-5% -$14.7K 0.19% 107
2016
Q3 		$282K Hold
2,890
– – 0.2% 105
2016
Q2 		$252K Hold
2,890
– – 0.19% 108
2016
Q1 		$230K Hold
2,890
– – 0.15% 123
2015
Q4 		$226K Buy
2,890
+390
+16% +$33.5K 0.15% 112
2015
Q3 		$221K Buy
+2,500
New +$228K 0.17% 124
2015
Q2 		– Sell
-1,848
Closed -$200K – 139
2015
Q1 		$200K Hold
1,848
– – 0.14% 138
2014
Q4 		$220K Hold
1,848
– – 0.16% 128
2014
Q3 		$200K Buy
+1,848
New +$191K 0.15% 120
2013
Q3 		– Sell
-1,790
Closed -$138K – 368
2013
Q2 		$138K Buy
+1,790
New +$135K 0.1% 149

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Triangle Securities Wealth Management's UNP Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 2,234 shares worth $608K. The position accounts for 0.12% of the portfolio, ranked #152.

Triangle Securities Wealth Management first reported a position in UNP in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.06M in Q4 2025. 584 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Triangle Securities Wealth Management held 2,234 shares of Union Pacific worth $608K as of Q2 2026.
  • Triangle Securities Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.12% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Triangle Securities Wealth Management first reported a position in Union Pacific in Q2 2013 and has held it in 48 quarters since.
  • Triangle Securities Wealth Management's Union Pacific position peaked at $1.06M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.