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Nvest Wealth Strategies, Inc. → UNP

Nvest Wealth Strategies, Inc. UNP Position History

Union Pacific Corporation • Industrials

Quarters held
7
Latest value
$1K
Q3 2026
Peak value
$3.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$2.8M
Q1 2026$971
Q2 2026$3.1M
Q2 2026$1K
Q3 2026$3.7M
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K4——
Q3 2026$3.7M13.5K——
Q2 2026$1K4——
Q2 2026$3.1M11.5K——
Q1 2026$9714——
Q1 2026$2.8M11.5K——
Q4 2025$3.1M13.4K——

Other funds holding UNP

Other Nvest Wealth Strategies, Inc. positions

HTD

JOHN HANCOCK EXCHANGE TRADED

$31.7M
HTD

JOHN HANCOCK EXCHANGE TRADED

$28.3M
HTD

JOHN HANCOCK EXCHANGE TRADED

$28M
HTD

JOHN HANCOCK EXCHANGE TRADED

$25M
SCHW-PJ

SCHWAB STRATEGIC TR

$21M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M