WealthTrust Axiom’s Union Pacific UNP Stock Holding History

WealthTrust Axiom’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	$435K	Sell	1,600 -10	-0.6%	-$2.63K	0.1%	169
2026 Q1	$391K	Buy	1,610 +30	+2%	+$7.35K	0.1%	167
2025 Q4	$366K	Hold	1,580	–	–	0.09%	173
2025 Q3	$373K	Buy	1,580 +160	+11%	+$36.1K	0.1%	171
2025 Q2	$327K	Buy	1,420 +1	+0.1%	+$222	0.1%	173
2025 Q1	$335K	Hold	1,419	–	–	0.1%	177
2024 Q4	$324K	Hold	1,419	–	–	0.1%	178
2024 Q3	$350K	Sell	1,419 -249	-15%	-$60.4K	0.1%	175
2024 Q2	$377K	Hold	1,668	–	–	0.13%	158
2024 Q1	$410K	Sell	1,668 -149	-8%	-$36.7K	0.13%	151
2023 Q4	$446K	Sell	1,817 -384	-17%	-$84.4K	0.15%	137
2023 Q3	$448K	Hold	2,201	–	–	0.16%	133
2023 Q2	$450K	Hold	2,201	–	–	0.15%	141
2023 Q1	$443K	Hold	2,201	–	–	0.15%	139
2022 Q4	$456K	Sell	2,201 -1	-0%	-$205	0.16%	132
2022 Q3	$428K	Hold	2,202	–	–	0.16%	125
2022 Q2	$469K	Hold	2,202	–	–	0.17%	123
2022 Q1	$601K	Sell	2,202 -50	-2%	-$12.6K	0.19%	110
2021 Q4	$567K	Hold	2,252	–	–	0.18%	114
2021 Q3	$441K	Hold	2,252	–	–	0.15%	131
2021 Q2	$495K	Hold	2,252	–	–	0.16%	122
2021 Q1	$496K	Hold	2,252	–	–	0.17%	118
2020 Q4	$468K	Buy	2,252 +1	+0%	+$200	0.17%	117
2020 Q3	$443K	Hold	2,251	–	–	0.19%	105
2020 Q2	$380K	Sell	2,251 -49	-2%	-$7.85K	0.17%	104
2020 Q1	$324K	Buy	2,300 +46	+2%	+$7.6K	0.16%	114
2019 Q4	$407K	Buy	2,254 +1	+0%	+$171	0.14%	122
2019 Q3	$365K	Hold	2,253	–	–	0.13%	130
2019 Q2	$381K	Hold	2,253	–	–	0.13%	128
2019 Q1	$376K	Hold	2,253	–	–	0.13%	131
2018 Q4	$311K	Buy	2,253 +1	+0%	+$148	0.13%	136
2018 Q3	$366K	Hold	2,252	–	–	0.12%	135
2018 Q2	$319K	Buy	2,252 +1	+0%	+$139	0.11%	156
2018 Q1	$302K	Hold	2,251	–	–	0.11%	162
2017 Q4	$301K	Hold	2,251	–	–	0.11%	158
2017 Q3	$261K	Hold	2,251	–	–	0.1%	175
2017 Q2	$245K	Hold	2,251	–	–	0.09%	185
2017 Q1	$238K	Buy	2,251 +51	+2%	+$5.44K	0.09%	188
2016 Q4	$228K	Hold	2,200	–	–	0.08%	183
2016 Q3	$214K	Buy	+2,200	New	+$206K	0.08%	191
2015 Q3	–	Sell	-2,150	Closed	-$205K	–	231
2015 Q2	$205K	Hold	2,150	–	–	0.08%	197
2015 Q1	$232K	Hold	2,150	–	–	0.08%	182
2014 Q4	$256K	Hold	2,150	–	–	0.09%	171
2014 Q3	$233K	Hold	2,150	–	–	0.08%	172
2014 Q2	$214K	Hold	2,150	–	–	0.07%	187
2014 Q1	$201K	Buy	+2,150	New	+$191K	0.07%	184

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

WealthTrust Axiom's UNP Position: Q2 2026 in Review

WealthTrust Axiom reduced its Union Pacific (UNP) stake by 0.62% in Q2 2026, selling an estimated $2.63K and leaving 1,600 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #169.

WealthTrust Axiom first reported a position in UNP in Q1 2014 and has held it in 46 quarters since. The position peaked at $601K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

WealthTrust Axiom held 1,600 shares of Union Pacific worth $435K as of Q2 2026.
WealthTrust Axiom sold 10 Union Pacific shares in Q2 2026, an estimated $2.63K.
Union Pacific made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #169 holding.
WealthTrust Axiom first reported a position in Union Pacific in Q1 2014 and has held it in 46 quarters since.
WealthTrust Axiom's Union Pacific position peaked at $601K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.