Westwood Wealth Management’s Union Pacific UNP Stock Holding History

Westwood Wealth Management’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	$612K	Sell	2,250 -125	-5%	-$32.8K	0.18%	30
2026 Q1	$576K	Buy	+2,375	New	+$582K	0.23%	27
2025 Q4	–	Sell	-3,275	Closed	-$774K	–	129
2025 Q3	$774K	Sell	3,275 -1,160	-26%	-$261K	0.28%	28
2025 Q2	$1.02M	Sell	4,435 -600	-12%	-$133K	0.34%	29
2025 Q1	$1.19M	Sell	5,035 -250	-5%	-$60.2K	0.51%	27
2024 Q4	$1.21M	Sell	5,285 -150	-3%	-$35.5K	0.44%	25
2024 Q3	$1.34M	Sell	5,435 -100	-2%	-$24.2K	0.53%	21
2024 Q2	$1.25M	Hold	5,535	–	–	0.47%	24
2024 Q1	$1.36M	Sell	5,535 -40	-0.7%	-$9.84K	0.67%	19
2023 Q4	$1.37M	Sell	5,575 -250	-4%	-$55K	1.06%	16
2023 Q3	$1.19M	Hold	5,825	–	–	0.78%	20
2023 Q2	$1.19M	Buy	5,825 +100	+2%	+$19.9K	0.84%	20
2023 Q1	$1.15M	Sell	5,725 -1,110	-16%	-$225K	1.03%	17
2022 Q4	$1.42M	Buy	6,835 +1,560	+30%	+$320K	1.7%	10
2022 Q3	$1.03M	Sell	5,275 -1,910	-27%	-$423K	0.92%	15
2022 Q2	$1.53M	Sell	7,185 -3,325	-32%	-$757K	1.77%	10
2022 Q1	$2.87M	Sell	10,510 -8,185	-44%	-$2.07M	1.11%	14
2021 Q4	$3K	Buy	+18,695	New	+$4.43M	﹤0.01%	49

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's UNP Position: Q2 2026 in Review

Westwood Wealth Management reduced its Union Pacific (UNP) stake by 5.3% in Q2 2026, selling an estimated $32.8K and leaving 2,250 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #30.

Westwood Wealth Management first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.87M in Q1 2022. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Westwood Wealth Management held 2,250 shares of Union Pacific worth $612K as of Q2 2026.
Westwood Wealth Management sold 125 Union Pacific shares in Q2 2026, an estimated $32.8K.
Union Pacific made up 0.18% of Westwood Wealth Management's portfolio in Q2 2026, its #30 holding.
Westwood Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
Westwood Wealth Management's Union Pacific position peaked at $2.87M in Q1 2022.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.