Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

UNP holding history

Union Pacific Corp in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overview All 13F holders of UNP Full Q2 2026 holdings

Shares (Q2 2026): 2,595
Value: $705.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UNP by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,595	$705.8K	0.1%	−25,265−90.7%	Reduced	Holders
Q1 2026	27,860	$6.76M	0.7%	−3,875−12.2%	Reduced	Holders
Q4 2025	31,735	$7.34M	0.7%	−3,788−10.7%	Reduced	Holders
Q3 2025	35,523	$8.40M	0.8%	−927−2.5%	Reduced	Holders
Q2 2025	36,450	$8.39M	0.8%	+2,391+7.0%	Added	Holders
Q1 2025	34,059	$8.05M	0.8%	+1,312+4.0%	Added	Holders
Q4 2024	32,747	$7.47M	0.7%	−791−2.4%	Reduced	Holders
Q3 2024	33,538	$8.27M	0.8%	+580+1.8%	Added	Holders
Q2 2024	32,958	$7.46M	0.8%	+3,046+10.2%	Added	Holders
Q1 2024	29,912	$7.36M	0.8%	+104+0.3%	Added	Holders
Q4 2023	29,808	$7.32M	0.8%	+159+0.5%	Added	Holders
Q3 2023	29,649	$6.04M	0.7%	+113+0.4%	Added	Holders
Q2 2023	29,536	$6.04M	0.7%	+996+3.5%	Added	Holders
Q1 2023	28,540	$5.74M	0.7%	−11,694−29.1%	Reduced	Holders
Q4 2022	40,234	$8.33M	1.1%	+992+2.5%	Added	Holders
Q3 2022	39,242	$7.64M	1.2%	+12,690+47.8%	Added	Holders
Q2 2022	26,552	$5.66M	0.8%	−354−1.3%	Reduced	Holders
Q1 2022	26,906	$7.35M	0.9%	+1,455+5.7%	Added	Holders
Q4 2021	25,451	$6.45M	0.8%	−520−2.0%	Reduced	Holders
Q3 2021	25,971	$5.10M	0.7%	+206+0.8%	Added	Holders
Q2 2021	25,765	$5.68M	0.8%	+541+2.1%	Added	Holders
Q1 2021	25,224	$5.57M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.