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Turning Point Benefit Group’s Union Pacific UNP Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-313
Closed -$72.4K – 749
2025
Q4 		$72.4K Buy
313
+68
+28% +$15.5K 0.04% 137
2025
Q3 		$57.5K Buy
+245
New +$55.2K 0.03% 135

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Turning Point Benefit Group's UNP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 313 shares — an estimated $72.4K sold.

Turning Point Benefit Group first reported a position in UNP in Q3 2025 and held it in 2 quarters. The position peaked at $72.4K in Q4 2025. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 313 Union Pacific shares in Q1 2026, an estimated $72.4K.
  • Turning Point Benefit Group first reported a position in Union Pacific in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Union Pacific position peaked at $72.4K in Q4 2025.
  • 2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.