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AAFMAA Wealth Management & Trust’s Union Pacific UNP Stock Holding History

AAFMAA Wealth Management & Trust’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 		$1.13M Sell
4,165
-357
-8% -$93.7K 0.4% 54
2026
Q1 		$1.1M Sell
4,522
-122
-3% -$29.9K 0.43% 52
2025
Q4 		$1.07M Sell
4,644
-2,007
-30% -$458K 0.42% 59
2025
Q3 		$1.57M Sell
6,651
-60
-0.9% -$13.5K 0.62% 46
2025
Q2 		$1.54M Sell
6,711
-1,270
-16% -$282K 0.64% 44
2025
Q1 		$1.89M Sell
7,981
-2,378
-23% -$572K 0.86% 36
2024
Q4 		$2.36M Buy
10,359
+683
+7% +$162K 1.04% 25
2024
Q3 		$2.38M Buy
9,676
+79
+0.8% +$19.2K 1.05% 25
2024
Q2 		$2.17M Buy
9,597
+831
+9% +$195K 1.07% 28
2024
Q1 		$2.16M Buy
8,766
+141
+2% +$34.7K 1.18% 26
2023
Q4 		$2.12M Sell
8,625
-1,568
-15% -$345K 1.2% 30
2023
Q3 		$2.08M Sell
10,193
-4,049
-28% -$882K 1.93% 22
2023
Q2 		$2.91M Buy
14,242
+1,101
+8% +$219K 2.41% 17
2023
Q1 		$2.64M Buy
13,141
+245
+2% +$49.7K 2.12% 22
2022
Q4 		$2.67M Sell
12,896
-1,274
-9% -$261K 2.41% 19
2022
Q3 		$2.76M Sell
14,170
-2,787
-16% -$617K 2.03% 21
2022
Q2 		$3.62M Sell
16,957
-3,846
-18% -$875K 2.44% 17
2022
Q1 		$5.68M Sell
20,803
-10,757
-34% -$2.72M 2.62% 13
2021
Q4 		$7.95M Sell
31,560
-7,040
-18% -$1.67M 3.46% 7
2021
Q3 		$7.57M Buy
38,600
+19,136
+98% +$4.13M 3.59% 5
2021
Q2 		$4.28M Sell
19,464
-20,003
-51% -$4.45M 1.96% 18
2021
Q1 		$8.7M Buy
39,467
+30,605
+345% +$6.43M 4.18% 1
2020
Q4 		$1.84M Buy
+8,862
New +$1.77M 0.89% 42

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAFMAA Wealth Management & Trust's UNP Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Union Pacific (UNP) stake by 7.9% in Q2 2026, selling an estimated $93.7K and leaving 4,165 shares worth $1.13M. The position accounts for 0.4% of the portfolio, ranked #54.

AAFMAA Wealth Management & Trust first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.7M in Q1 2021. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 4,165 shares of Union Pacific worth $1.13M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 357 Union Pacific shares in Q2 2026, an estimated $93.7K.
  • Union Pacific made up 0.4% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #54 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • AAFMAA Wealth Management & Trust's Union Pacific position peaked at $8.7M in Q1 2021.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.