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Wealth Enhancement Trust Services’s Union Pacific UNP Stock Holding History

Wealth Enhancement Trust Services’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 		$830K Sell
3,051
-374
-11% -$98.2K 0.09% 169
2026
Q1 		$831K Buy
3,425
+2,238
+189% +$548K 0.1% 170
2025
Q4 		$275K Buy
+1,187
New +$271K 0.03% 236

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's UNP Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Union Pacific (UNP) stake by 11% in Q2 2026, selling an estimated $98.2K and leaving 3,051 shares worth $830K. The position accounts for 0.09% of the portfolio, ranked #169.

Wealth Enhancement Trust Services first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $831K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,051 shares of Union Pacific worth $830K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 374 Union Pacific shares in Q2 2026, an estimated $98.2K.
  • Union Pacific made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #169 holding.
  • Wealth Enhancement Trust Services first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Union Pacific position peaked at $831K in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.