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UNP icon

Wealthquest’s Union Pacific UNP Stock Holding History

Wealthquest’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 		$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

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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. 975 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.
  • 975 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.