Position in UNP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,207,680
+$210,998 QoQ
Shares Held
4,440
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,434
of 2,874 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Alteri Wealth LLC holds $1,669,291 across 2 Railroads names. UNP ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
4,440 | $1,207,680 | |
| 2 | CSX |
Csx Corp
|
9,712 | $461,611 |
All Filings in UNP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,680 | 4,440 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $996,682 | 4,108 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $911,169 | 3,939 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $850,459 | 3,598 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $762,715 | 3,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $729,036 | 3,086 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $708,520 | 3,107 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||