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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

AAF Wealth Management's UNP Position: Q2 2026 in Review

AAF Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 963 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #49.

AAF Wealth Management first reported a position in UNP in Q4 2021 and has held it in 11 quarters since. The position peaked at $472K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

AAF Wealth Management held 963 shares of Union Pacific worth $262K as of Q2 2026.
AAF Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.1% of AAF Wealth Management's portfolio in Q2 2026, its #49 holding.
AAF Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 11 quarters since.
AAF Wealth Management's Union Pacific position peaked at $472K in Q4 2022.
1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.