Wealth Management Partners’s Union Pacific UNP Stock Holding History

Wealth Management Partners’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	$255K	Hold	936	–	–	0.06%	141
2026 Q1	$227K	Hold	936	–	–	0.06%	141
2025 Q4	$217K	Hold	936	–	–	0.06%	136
2025 Q3	$221K	Hold	936	–	–	0.07%	128
2025 Q2	$220K	Sell	936 -73	-7%	-$16.2K	0.08%	126
2025 Q1	$238K	Hold	1,009	–	–	0.11%	106
2024 Q4	$230K	Hold	1,009	–	–	0.1%	108
2024 Q3	$249K	Hold	1,009	–	–	0.12%	99
2024 Q2	$228K	Hold	1,009	–	–	0.11%	99
2024 Q1	$248K	Hold	1,009	–	–	0.13%	103
2023 Q4	$248K	Hold	1,009	–	–	0.14%	104
2023 Q3	$205K	Hold	1,009	–	–	0.13%	113
2023 Q2	$206K	Sell	1,009 -51	-5%	-$10.1K	0.13%	110
2023 Q1	$213K	Buy	1,060 +60	+6%	+$12.2K	0.15%	107
2022 Q4	$219K	Buy	+1,000	New	+$205K	0.18%	92
2022 Q3	–	Sell	-1,000	Closed	-$215K	–	100
2022 Q2	$215K	Hold	1,000	–	–	0.19%	92
2022 Q1	$283K	Hold	1,000	–	–	0.2%	92
2021 Q4	$273K	Sell	1,000 -85	-8%	-$20.1K	0.19%	89
2021 Q3	$213K	Hold	1,085	–	–	0.16%	103
2021 Q2	$239K	Hold	1,085	–	–	0.17%	104
2021 Q1	$240K	Hold	1,085	–	–	0.18%	107
2020 Q4	$217K	Buy	+1,085	New	+$217K	0.17%	110

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wealth Management Partners held its Union Pacific (UNP) position steady in Q2 2026 at 936 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #141.

Wealth Management Partners first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $283K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Wealth Management Partners held 936 shares of Union Pacific worth $255K as of Q2 2026.
Wealth Management Partners left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.06% of Wealth Management Partners's portfolio in Q2 2026, its #141 holding.
Wealth Management Partners first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
Wealth Management Partners's Union Pacific position peaked at $283K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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