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Wealth Alliance’s Union Pacific UNP Stock Holding History

Wealth Alliance’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 		$916K Buy
3,775
+216
+6% +$52.9K 0.09% 195
2025
Q4 		$823K Sell
3,559
-58
-2% -$13.2K 0.08% 215
2025
Q3 		$855K Sell
3,617
-1,773
-33% -$400K 0.09% 199
2025
Q2 		$1.24M Buy
5,390
+79
+1% +$17.5K 0.14% 146
2025
Q1 		$1.25M Buy
5,311
+1,433
+37% +$345K 0.15% 136
2024
Q4 		$884K Sell
3,878
-600
-13% -$142K 0.11% 179
2024
Q3 		$1.1M Buy
4,478
+102
+2% +$24.7K 0.13% 152
2024
Q2 		$990K Sell
4,376
-849
-16% -$199K 0.13% 152
2024
Q1 		$1.28M Buy
5,225
+300
+6% +$73.8K 0.17% 127
2023
Q4 		$1.21M Buy
4,925
+112
+2% +$24.6K 0.17% 121
2023
Q3 		$980K Buy
4,813
+895
+23% +$195K 0.15% 137
2023
Q2 		$802K Buy
3,918
+349
+10% +$69.4K 0.12% 175
2023
Q1 		$718K Buy
3,569
+136
+4% +$27.6K 0.12% 186
2022
Q4 		$711K Sell
3,433
-165
-5% -$33.8K 0.13% 181
2022
Q3 		$701K Buy
3,598
+153
+4% +$33.9K 0.14% 162
2022
Q2 		$735K Sell
3,445
-245
-7% -$55.7K 0.14% 158
2022
Q1 		$1.01M Buy
3,690
+59
+2% +$14.9K 0.21% 113
2021
Q4 		$915K Buy
3,631
+220
+6% +$52.1K 0.18% 122
2021
Q3 		$669K Sell
3,411
-141
-4% -$30.4K 0.15% 155
2021
Q2 		$781K Buy
3,552
+39
+1% +$8.68K 0.18% 131
2021
Q1 		$774K Sell
3,513
-543
-13% -$114K 0.22% 120
2020
Q4 		$844K Buy
4,056
+672
+20% +$134K 0.25% 101
2020
Q3 		$666K Sell
3,384
-91
-3% -$16.9K 0.24% 109
2020
Q2 		$587K Buy
3,475
+408
+13% +$65.4K 0.23% 113
2020
Q1 		$433K Buy
+3,067
New +$507K 0.23% 116

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Alliance's UNP Position: Q1 2026 in Review

Wealth Alliance increased its Union Pacific (UNP) stake by 6.1% in Q1 2026, buying an estimated $52.9K and bringing the position to 3,775 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #195.

Wealth Alliance first reported a position in UNP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2024. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Wealth Alliance held 3,775 shares of Union Pacific worth $916K as of Q1 2026.
  • Wealth Alliance bought 216 Union Pacific shares in Q1 2026, an estimated $52.9K.
  • Union Pacific made up 0.09% of Wealth Alliance's portfolio in Q1 2026, its #195 holding.
  • Wealth Alliance first reported a position in Union Pacific in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Union Pacific position peaked at $1.28M in Q1 2024.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.