Portside Wealth Group, LLC

Position in UNP — Union Pacific Corp

CIK 1978608 Provo, UT

Position in UNP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,807,984

+$265,407 QoQ

Shares Held

6,647

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,223

of 2,874 holders

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $3,682,876 across 3 Railroads names. UNP ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	6,647	$1,807,984
2	CSX	Csx Corp	30,371	$1,443,533
3	WAB	Westinghouse Air Brake Technologies Corp	1,600	$431,359

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,807,984	6,647	+4.5%	Shares	Other	2026-07-14
2026-03-31	$1,542,577	6,358	+3.8%	Shares	Other	2026-05-12
2025-12-31	$1,416,602	6,124	+22.2%	Shares	Sole	2026-01-21
2025-09-30	$1,184,449	5,011	+4.1%	Shares	Other	2025-11-05
2025-06-30	$1,107,835	4,815	+24.7%	Shares	Other	2025-08-11
2025-03-31	$912,358	3,862	+38.6%	Shares	Other	2025-04-14
2023-06-30	$570,275	2,787	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.