Superior Planning, LLC’s Union Pacific UNP Stock Holding History

Superior Planning, LLC’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 Q3	$321K	Buy	+1,180	New	+$343K	0.13%	121

Other funds holding UNP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's UNP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Union Pacific (UNP) in Q3 2026: 1,180 shares worth $321K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

2,184 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Superior Planning, LLC held 1,180 shares of Union Pacific worth $321K as of Q3 2026.
Union Pacific was a new Superior Planning, LLC position in Q3 2026.
Union Pacific made up 0.13% of Superior Planning, LLC's portfolio in Q3 2026, its #121 holding.
2,184 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.