Winthrop Partners - WNY’s Union Pacific UNP Stock Holding History

Winthrop Partners - WNY’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	$2.48M	Buy	9,123 +66	+0.7%	+$17.3K	1.23%	32
2026 Q1	$2.2M	Sell	9,057 -9	-0.1%	-$2.2K	1.17%	33
2025 Q4	$2.1M	Buy	+9,066	New	+$2.07M	1.13%	30
2019 Q3	$1.59M	Buy	9,796 +791	+9%	+$133K	1.07%	32
2019 Q2	$1.52M	Buy	9,005 +514	+6%	+$88.1K	1.14%	33
2019 Q1	$1.45M	Buy	8,491 +1,683	+25%	+$271K	1.13%	31
2018 Q4	$941K	Sell	6,808 -347	-5%	-$51.4K	0.88%	35
2018 Q3	$1.17M	Buy	7,155 +1,676	+31%	+$252K	0.94%	34
2018 Q2	$776K	Buy	5,479 +399	+8%	+$55.6K	0.65%	50
2018 Q1	$661K	Buy	5,080 +364	+8%	+$49K	0.51%	60
2017 Q4	$647K	Buy	+4,716	New	+$569K	0.53%	61

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

Winthrop Partners - WNY's UNP Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Union Pacific (UNP) stake by 0.73% in Q2 2026, buying an estimated $17.3K and bringing the position to 9,123 shares worth $2.48M. The position accounts for 1.23% of the portfolio, ranked #32.

Winthrop Partners - WNY first reported a position in UNP in Q4 2017 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Winthrop Partners - WNY held 9,123 shares of Union Pacific worth $2.48M as of Q2 2026.
Winthrop Partners - WNY bought 66 Union Pacific shares in Q2 2026, an estimated $17.3K.
Union Pacific made up 1.23% of Winthrop Partners - WNY's portfolio in Q2 2026, its #32 holding.
Winthrop Partners - WNY first reported a position in Union Pacific in Q4 2017 and has held it in 11 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.