AAF Wealth Management’s Union Pacific UNP Stock Holding History

AAF Wealth Management’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	$260K	Sell	955 -8	-0.8%	-$2.33K	0.09%	50
2026 Q2	$262K	Hold	963	–	–	0.1%	49
2026 Q1	$234K	Sell	963 -146	-13%	-$35.7K	0.1%	50
2025 Q4	$256K	Buy	+1,109	New	+$253K	0.11%	43
2025 Q3	–	Sell	-891	Closed	-$205K	–	48
2025 Q2	$205K	Buy	+891	New	+$198K	0.09%	47
2024 Q1	–	Sell	-1,194	Closed	-$293K	–	53
2023 Q4	$293K	Sell	1,194 -9	-0.7%	-$1.98K	0.17%	36
2023 Q3	$245K	Buy	+1,203	New	+$262K	0.16%	36
2023 Q1	–	Sell	-2,280	Closed	-$472K	–	50
2022 Q4	$472K	Buy	2,280 +1,108	+95%	+$227K	0.33%	21
2022 Q3	$228K	Hold	1,172	–	–	0.18%	34
2022 Q2	$250K	Sell	1,172 -38	-3%	-$8.65K	0.19%	30
2022 Q1	$331K	Buy	1,210 +18	+2%	+$4.54K	0.22%	24
2021 Q4	$300K	Buy	+1,192	New	+$282K	0.22%	21

Other funds holding UNP

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AAF Wealth Management's UNP Position: Q3 2026 in Review

AAF Wealth Management reduced its Union Pacific (UNP) stake by 0.83% in Q3 2026, selling an estimated $2.33K and leaving 955 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #50.

AAF Wealth Management first reported a position in UNP in Q4 2021 and has held it in 12 quarters since. The position peaked at $472K in Q4 2022. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

AAF Wealth Management held 955 shares of Union Pacific worth $260K as of Q3 2026.
AAF Wealth Management sold 8 Union Pacific shares in Q3 2026, an estimated $2.33K.
Union Pacific made up 0.09% of AAF Wealth Management's portfolio in Q3 2026, its #50 holding.
AAF Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 12 quarters since.
AAF Wealth Management's Union Pacific position peaked at $472K in Q4 2022.
1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.