Wealthquest’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $364K | Buy |
1,337
+229
| +21% | +$60.1K | 0.02% | 121 |
|
|
2026
Q1 | $269K | Buy |
1,108
+40
| +4% | +$9.79K | 0.02% | 121 |
|
|
2025
Q4 | $247K | Buy |
+1,068
| New | +$244K | 0.02% | 126 |
|
|
2025
Q3 | – | Sell |
-1,064
| Closed | -$245K | – | 120 |
|
|
2025
Q2 | $245K | Sell |
1,064
-11
| -1% | -$2.44K | 0.02% | 122 |
|
|
2025
Q1 | $254K | Sell |
1,075
-4
| -0.4% | -$963 | 0.02% | 111 |
|
|
2024
Q4 | $246K | Buy |
1,079
+25
| +2% | +$5.92K | 0.02% | 111 |
|
|
2024
Q3 | $259K | Hold |
1,054
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $238K | Buy |
1,054
+78
| +8% | +$18.3K | 0.03% | 113 |
|
|
2024
Q1 | $240K | Sell |
976
-68
| -7% | -$16.7K | 0.03% | 117 |
|
|
2023
Q4 | $256K | Hold |
1,044
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $213K | Sell |
1,044
-155
| -13% | -$33.8K | 0.03% | 123 |
|
|
2023
Q2 | $245K | Buy |
1,199
+8
| +0.7% | +$1.59K | 0.03% | 110 |
|
|
2023
Q1 | $240K | Hold |
1,191
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $247K | Hold |
1,191
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $232K | Hold |
1,191
| – | – | 0.03% | 113 |
|
|
2022
Q2 | $254K | Sell |
1,191
-106
| -8% | -$24.1K | 0.04% | 105 |
|
|
2022
Q1 | $326K | Hold |
1,297
| – | – | 0.05% | 103 |
|
|
2021
Q4 | $326K | Sell |
1,297
-12
| -0.9% | -$2.84K | 0.05% | 103 |
|
|
2021
Q3 | $256K | Sell |
1,309
-38
| -3% | -$8.21K | 0.04% | 118 |
|
|
2021
Q2 | $296K | Buy |
1,347
+51
| +4% | +$11.4K | 0.05% | 109 |
|
|
2021
Q1 | $285K | Sell |
1,296
-30
| -2% | -$6.3K | 0.05% | 110 |
|
|
2020
Q4 | $276K | Sell |
1,326
-60
| -4% | -$12K | 0.06% | 104 |
|
|
2020
Q3 | $272K | Hold |
1,386
| – | – | 0.07% | 88 |
|
|
2020
Q2 | $234K | Buy |
+1,386
| New | +$222K | 0.06% | 96 |
|
|
2019
Q4 | $343K | Sell |
1,900
-2
| -0.1% | -$342 | 0.1% | 94 |
|
|
2019
Q3 | $308K | Sell |
1,902
-17
| -0.9% | -$2.86K | 0.1% | 99 |
|
|
2019
Q2 | $324K | Buy |
1,919
+78
| +4% | +$13.4K | 0.12% | 97 |
|
|
2019
Q1 | $307K | Buy |
1,841
+4
| +0.2% | +$644 | 0.12% | 95 |
|
|
2018
Q4 | $253K | Buy |
+1,837
| New | +$272K | 0.1% | 107 |
|
Other funds holding UNP
Wealthquest's UNP Position: Q2 2026 in Review
Wealthquest increased its Union Pacific (UNP) stake by 21% in Q2 2026, buying an estimated $60.1K and bringing the position to 1,337 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #121.
Wealthquest first reported a position in UNP in Q4 2018 and has held it in 29 quarters since. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Wealthquest held 1,337 shares of Union Pacific worth $364K as of Q2 2026.
- Wealthquest bought 229 Union Pacific shares in Q2 2026, an estimated $60.1K.
- Union Pacific made up 0.02% of Wealthquest's portfolio in Q2 2026, its #121 holding.
- Wealthquest first reported a position in Union Pacific in Q4 2018 and has held it in 29 quarters since.
- 2,882 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.