TritonPoint Wealth’s Union Pacific UNP Stock Holding History

TritonPoint Wealth’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	$2.55M	Sell	9,377 -27	-0.3%	-$7.09K	0.25%	90
2026 Q1	$2.28M	Buy	9,404 +81	+0.9%	+$19.8K	0.24%	88
2025 Q4	$2.16M	Sell	9,323 -883	-9%	-$202K	0.22%	94
2025 Q3	$2.41M	Sell	10,206 -181	-2%	-$40.8K	0.21%	105
2025 Q2	$2.39M	Sell	10,387 -663	-6%	-$147K	0.22%	106
2025 Q1	$2.61M	Buy	11,050 +422	+4%	+$102K	0.25%	92
2024 Q4	$2.42M	Sell	10,628 -48	-0.4%	-$11.4K	0.22%	105
2024 Q3	$2.61M	Buy	10,676 +134	+1%	+$32.5K	0.24%	100
2024 Q2	$2.39M	Sell	10,542 -8	-0.1%	-$1.88K	0.23%	101
2024 Q1	$2.51M	Sell	10,550 -493	-4%	-$121K	0.26%	91
2023 Q4	$2.71M	Buy	+11,043	New	+$2.43M	0.26%	90

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TritonPoint Wealth's UNP Position: Q2 2026 in Review

TritonPoint Wealth reduced its Union Pacific (UNP) stake by 0.29% in Q2 2026, selling an estimated $7.09K and leaving 9,377 shares worth $2.55M. The position accounts for 0.25% of the portfolio, ranked #90.

TritonPoint Wealth first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2023. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

TritonPoint Wealth held 9,377 shares of Union Pacific worth $2.55M as of Q2 2026.
TritonPoint Wealth sold 27 Union Pacific shares in Q2 2026, an estimated $7.09K.
Union Pacific made up 0.25% of TritonPoint Wealth's portfolio in Q2 2026, its #90 holding.
TritonPoint Wealth first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Union Pacific position peaked at $2.71M in Q4 2023.
2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.