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Wealth Management Associates’s Union Pacific UNP Stock Holding History

Wealth Management Associates’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 		$575K Hold
2,113
– – 0.16% 114
2026
Q1 		$513K Hold
2,113
– – 0.18% 113
2025
Q4 		$489K Hold
2,113
– – 0.17% 113
2025
Q3 		$499K Hold
2,113
– – 0.18% 107
2025
Q2 		$486K Hold
2,113
– – 0.19% 98
2025
Q1 		$499K Hold
2,113
– – 0.21% 93
2024
Q4 		$482K Sell
2,113
-266
-11% -$63K 0.21% 95
2024
Q3 		$586K Hold
2,379
– – 0.26% 81
2024
Q2 		$538K Hold
2,379
– – 0.25% 80
2024
Q1 		$538K Sell
2,379
-86
-3% -$21.2K 0.25% 80
2023
Q4 		$605K Buy
2,465
+135
+6% +$29.7K 0.32% 70
2023
Q3 		$474K Buy
2,330
+148
+7% +$32.2K 0.28% 81
2023
Q2 		$446K Sell
2,182
-47
-2% -$9.34K 0.25% 82
2023
Q1 		$449K Buy
2,229
+35
+2% +$7.09K 0.28% 86
2022
Q4 		$454K Buy
2,194
+1,100
+101% +$226K 0.3% 75
2022
Q3 		$213K Hold
1,094
– – 0.15% 157
2022
Q2 		$233K Sell
1,094
-213
-16% -$48.5K 0.16% 152
2022
Q1 		$357K Hold
1,307
– – 0.2% 125
2021
Q4 		$329K Hold
1,307
– – 0.18% 144
2021
Q3 		$256K Hold
1,307
– – 0.15% 157
2021
Q2 		$287K Buy
+1,307
New +$291K 0.16% 146
2021
Q1 		– Sell
-2,377
Closed -$495K – 194
2020
Q4 		$495K Buy
2,377
+77
+3% +$15.4K 0.33% 76
2020
Q3 		$453K Buy
+2,300
New +$427K 0.35% 67

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Wealth Management Associates's UNP Position: Q2 2026 in Review

Wealth Management Associates held its Union Pacific (UNP) position steady in Q2 2026 at 2,113 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #114.

Wealth Management Associates first reported a position in UNP in Q3 2020 and has held it in 23 quarters since. The position peaked at $605K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wealth Management Associates held 2,113 shares of Union Pacific worth $575K as of Q2 2026.
  • Wealth Management Associates left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.16% of Wealth Management Associates's portfolio in Q2 2026, its #114 holding.
  • Wealth Management Associates first reported a position in Union Pacific in Q3 2020 and has held it in 23 quarters since.
  • Wealth Management Associates's Union Pacific position peaked at $605K in Q4 2023.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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