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WealthShield Partners’s Union Pacific UNP Stock Holding History

WealthShield 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 		$2.05M Sell
7,544
-140
-2% -$36.8K 0.31% 92
2026
Q1 		$1.86M Buy
7,684
+46
+0.6% +$11.3K 0.21% 131
2025
Q4 		$1.77M Buy
7,638
+378
+5% +$86.3K 0.19% 126
2025
Q3 		$1.72M Buy
7,260
+290
+4% +$65.4K 0.19% 128
2025
Q2 		$1.6M Buy
6,970
+166
+2% +$36.9K 0.19% 129
2025
Q1 		$1.61M Buy
6,804
+884
+15% +$213K 0.21% 122
2024
Q4 		$1.35M Sell
5,920
-401
-6% -$94.9K 0.19% 123
2024
Q3 		$1.56M Buy
6,321
+786
+14% +$191K 0.21% 117
2024
Q2 		$1.25M Sell
5,535
-2,587
-32% -$606K 0.19% 125
2024
Q1 		$2.01M Buy
8,122
+144
+2% +$35.4K 0.32% 88
2023
Q4 		$1.96M Buy
7,978
+855
+12% +$188K 0.32% 92
2023
Q3 		$1.45M Buy
7,123
+1,380
+24% +$301K 0.22% 122
2023
Q2 		$1.18M Sell
5,743
-2,979
-34% -$592K 0.18% 134
2023
Q1 		$1.76M Buy
8,722
+653
+8% +$132K 0.28% 95
2022
Q4 		$1.67M Buy
8,069
+449
+6% +$92.1K 0.32% 89
2022
Q3 		$1.49M Buy
7,620
+664
+10% +$147K 0.29% 92
2022
Q2 		$1.48M Buy
6,956
+982
+16% +$223K 0.29% 85
2022
Q1 		$1.63M Buy
5,974
+798
+15% +$201K 0.26% 90
2021
Q4 		$1.3M Buy
5,176
+2,077
+67% +$492K 0.22% 100
2021
Q3 		$608K Sell
3,099
-3,504
-53% -$757K 0.16% 123
2021
Q2 		$1.45M Buy
6,603
+801
+14% +$178K 0.23% 80
2021
Q1 		$1.28M Sell
5,802
-1,912
-25% -$401K 0.23% 85
2020
Q4 		$1.61M Buy
7,714
+4,061
+111% +$811K 0.3% 76
2020
Q3 		$719K Buy
3,653
+507
+16% +$94.2K 0.25% 89
2020
Q2 		$532K Buy
+3,146
New +$504K 0.24% 97

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WealthShield Partners's UNP Position: Q2 2026 in Review

WealthShield Partners reduced its Union Pacific (UNP) stake by 1.8% in Q2 2026, selling an estimated $36.8K and leaving 7,544 shares worth $2.05M. The position accounts for 0.31% of the portfolio, ranked #92.

WealthShield Partners first reported a position in UNP in Q2 2020 and has held it in 25 quarters since. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • WealthShield Partners held 7,544 shares of Union Pacific worth $2.05M as of Q2 2026.
  • WealthShield Partners sold 140 Union Pacific shares in Q2 2026, an estimated $36.8K.
  • Union Pacific made up 0.31% of WealthShield Partners's portfolio in Q2 2026, its #92 holding.
  • WealthShield Partners first reported a position in Union Pacific in Q2 2020 and has held it in 25 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.