Wealth Group’s Union Pacific UNP Stock Holding History

Wealth 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	$1.53M	Buy	5,619 +3,909	+229%	+$1.03M	0.38%	52
2026 Q1	$415K	Buy	1,710 +3	+0.2%	+$735	0.39%	52
2025 Q4	$395K	Buy	+1,707	New	+$390K	0.39%	54
2025 Q2	$410K	Buy	1,782 +9	+0.5%	+$2K	0.41%	54
2025 Q1	$419K	Sell	1,773 -381	-18%	-$91.7K	0.27%	80
2024 Q4	$491K	Buy	2,154 +362	+20%	+$85.7K	0.32%	72
2024 Q3	$442K	Sell	1,792 -375	-17%	-$90.9K	0.3%	81
2024 Q2	$490K	Sell	2,167 -88	-4%	-$20.6K	0.35%	67
2024 Q1	$555K	Buy	+2,255	New	+$555K	0.42%	56

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Group's UNP Position: Q2 2026 in Review

Wealth Group increased its Union Pacific (UNP) stake by 229% in Q2 2026, buying an estimated $1.03M and bringing the position to 5,619 shares worth $1.53M. The position accounts for 0.38% of the portfolio, ranked #52.

Wealth Group first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Wealth Group held 5,619 shares of Union Pacific worth $1.53M as of Q2 2026.
Wealth Group bought 3,909 Union Pacific shares in Q2 2026, an estimated $1.03M.
Union Pacific made up 0.38% of Wealth Group's portfolio in Q2 2026, its #52 holding.
Wealth Group first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.