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 Q3	$2.55M	Sell	9,354 -23	-0.2%	-$6.69K	0.25%	86
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TritonPoint Wealth's UNP Position: Q3 2026 in Review

TritonPoint Wealth reduced its Union Pacific (UNP) stake by 0.25% in Q3 2026, selling an estimated $6.69K and leaving 9,354 shares worth $2.55M. The position accounts for 0.25% of the portfolio, ranked #86.

TritonPoint Wealth first reported a position in UNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q4 2023. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

TritonPoint Wealth held 9,354 shares of Union Pacific worth $2.55M as of Q3 2026.
TritonPoint Wealth sold 23 Union Pacific shares in Q3 2026, an estimated $6.69K.
Union Pacific made up 0.25% of TritonPoint Wealth's portfolio in Q3 2026, its #86 holding.
TritonPoint Wealth first reported a position in Union Pacific in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Union Pacific position peaked at $2.71M in Q4 2023.
1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.