TWD
UNP icon

True Wealth Design’s Union Pacific UNP Stock Holding History

True Wealth Design’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 		$52.8K Buy
194
+18
+10% +$4.73K 0.01% 468
2026
Q1 		$42.7K Sell
176
-31
-15% -$7.59K 0.01% 450
2025
Q4 		$47.9K Buy
207
+7
+4% +$1.6K 0.01% 347
2025
Q3 		$47.3K Buy
200
+127
+174% +$28.6K 0.01% 326
2025
Q2 		$16.8K Buy
73
+3
+4% +$666 0.01% 431
2025
Q1 		$16.6K Buy
70
+44
+169% +$10.6K 0.01% 371
2024
Q4 		$5.96K Buy
26
+6
+30% +$1.42K ﹤0.01% 504
2024
Q3 		$4.93K Sell
20
-1
-5% -$242 ﹤0.01% 553
2024
Q2 		$4.75K Buy
21
+3
+17% +$703 ﹤0.01% 287
2024
Q1 		$4.43K Buy
18
+8
+80% +$1.97K ﹤0.01% 285
2023
Q4 		$2.46K Hold
10
– – ﹤0.01% 296
2023
Q3 		$2.04K Hold
10
– – ﹤0.01% 264
2023
Q2 		$2.05K Sell
10
-370
-97% -$73.6K ﹤0.01% 275
2023
Q1 		$76.5K Buy
380
+370
+3,700% +$75K 0.03% 145
2022
Q4 		$2.07K Buy
+10
New +$2.05K ﹤0.01% 296

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

True Wealth Design's UNP Position: Q2 2026 in Review

True Wealth Design increased its Union Pacific (UNP) stake by 10% in Q2 2026, buying an estimated $4.73K and bringing the position to 194 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #468.

True Wealth Design first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $76.5K in Q1 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • True Wealth Design held 194 shares of Union Pacific worth $52.8K as of Q2 2026.
  • True Wealth Design bought 18 Union Pacific shares in Q2 2026, an estimated $4.73K.
  • Union Pacific made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #468 holding.
  • True Wealth Design first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Union Pacific position peaked at $76.5K in Q1 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.