CARLSON FINANCIAL, INC.’s Union Pacific UNP Stock Holding History

CARLSON FINANCIAL, INC.’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	$1.09M	Buy	3,993 +7	+0.2%	+$1.84K	0.55%	45
2026 Q1	$967K	Sell	3,986 -23	-0.6%	-$5.63K	0.57%	43
2025 Q4	$927K	Buy	+4,009	New	+$915K	0.54%	43

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

CARLSON FINANCIAL, INC.'s UNP Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Union Pacific (UNP) stake by 0.18% in Q2 2026, buying an estimated $1.84K and bringing the position to 3,993 shares worth $1.09M. The position accounts for 0.55% of the portfolio, ranked #45.

CARLSON FINANCIAL, INC. first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

CARLSON FINANCIAL, INC. held 3,993 shares of Union Pacific worth $1.09M as of Q2 2026.
CARLSON FINANCIAL, INC. bought 7 Union Pacific shares in Q2 2026, an estimated $1.84K.
Union Pacific made up 0.55% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #45 holding.
CARLSON FINANCIAL, INC. first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.