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Wealth Dimensions Group’s Union Pacific UNP Stock Holding History

Wealth Dimensions 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
Q2 		$207K Buy
+762
New +$200K 0.04% 174
2025
Q4 		– Sell
-1,164
Closed -$275K – 183
2025
Q3 		$275K Hold
1,164
– – 0.06% 144
2025
Q2 		$268K Sell
1,164
-7
-0.6% -$1.55K 0.06% 142
2025
Q1 		$277K Buy
1,171
+149
+15% +$35.9K 0.07% 131
2024
Q4 		$233K Buy
+1,022
New +$242K 0.06% 136

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

Wealth Dimensions Group's UNP Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in Union Pacific (UNP) in Q2 2026: 762 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in UNP as recently as Q3 2025.

Wealth Dimensions Group first reported a position in UNP in Q4 2024 and has held it in 5 quarters since. The position peaked at $277K in Q1 2025. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wealth Dimensions Group held 762 shares of Union Pacific worth $207K as of Q2 2026.
  • Union Pacific was a new Wealth Dimensions Group position in Q2 2026.
  • Union Pacific made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #174 holding.
  • Wealth Dimensions Group first reported a position in Union Pacific in Q4 2024 and has held it in 5 quarters since.
  • Wealth Dimensions Group's Union Pacific position peaked at $277K in Q1 2025.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.