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Westshore Wealth’s Union Pacific UNP Stock Holding History

Westshore Wealth’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 		$224K Buy
+825
New +$217K 0.07% 97
2021
Q3 		– Sell
-1,214
Closed -$267K – 136
2021
Q2 		$267K Hold
1,214
– – 0.14% 108
2021
Q1 		$268K Buy
+1,214
New +$255K 0.15% 106

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

Westshore Wealth's UNP Position: Q2 2026 in Review

Westshore Wealth opened a new position in Union Pacific (UNP) in Q2 2026: 825 shares worth $224K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in UNP as recently as Q2 2021.

Westshore Wealth first reported a position in UNP in Q1 2021 and has held it in 3 quarters since. The position peaked at $268K in Q1 2021. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Westshore Wealth held 825 shares of Union Pacific worth $224K as of Q2 2026.
  • Union Pacific was a new Westshore Wealth position in Q2 2026.
  • Union Pacific made up 0.07% of Westshore Wealth's portfolio in Q2 2026, its #97 holding.
  • Westshore Wealth first reported a position in Union Pacific in Q1 2021 and has held it in 3 quarters since.
  • Westshore Wealth's Union Pacific position peaked at $268K in Q1 2021.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.