Action Point Financial Planning’s Union Pacific UNP Stock Holding History

Action Point Financial Planning’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	$145K	Buy	+537	New	+$141K	0.01%	509

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

Action Point Financial Planning's UNP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Union Pacific (UNP) in Q2 2026: 537 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

2,869 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Action Point Financial Planning held 537 shares of Union Pacific worth $145K as of Q2 2026.
Union Pacific was a new Action Point Financial Planning position in Q2 2026.
Union Pacific made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #509 holding.
2,869 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.