Alpha Financial Partners’s Union Pacific UNP Stock Holding History

Alpha Financial Partners’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	$264K	Buy	970 +29	+3%	+$7.62K	0.14%	93
2026 Q1	$228K	Buy	+941	New	+$230K	0.14%	93
2025 Q4	–	Sell	-1,339	Closed	-$317K	–	105
2025 Q3	$317K	Sell	1,339 -3	-0.2%	-$676	0.21%	65
2025 Q2	$309K	Sell	1,342 -62	-4%	-$13.8K	0.22%	62
2025 Q1	$332K	Sell	1,404 -274	-16%	-$66K	0.27%	53
2024 Q4	$383K	Buy	+1,678	New	+$397K	0.3%	42
2024 Q3	–	Sell	-1,453	Closed	-$329K	–	152
2024 Q2	$329K	Buy	1,453 +50	+4%	+$11.7K	0.28%	43
2024 Q1	$345K	Buy	1,403 +39	+3%	+$9.6K	0.31%	41
2023 Q4	$335K	Sell	1,364 -9	-0.7%	-$1.98K	0.33%	41
2023 Q3	$279K	Sell	1,373 -569	-29%	-$124K	0.32%	59
2023 Q2	$397K	Buy	1,942 +26	+1%	+$5.17K	0.42%	45
2023 Q1	$386K	Buy	1,916 +81	+4%	+$16.4K	0.43%	43
2022 Q4	$380K	Buy	+1,835	New	+$376K	0.46%	44

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

Alpha Financial Partners's UNP Position: Q2 2026 in Review

Alpha Financial Partners increased its Union Pacific (UNP) stake by 3.1% in Q2 2026, buying an estimated $7.62K and bringing the position to 970 shares worth $264K. The position accounts for 0.14% of the portfolio, ranked #93.

Alpha Financial Partners first reported a position in UNP in Q4 2022 and has held it in 13 quarters since. The position peaked at $397K in Q2 2023. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Alpha Financial Partners held 970 shares of Union Pacific worth $264K as of Q2 2026.
Alpha Financial Partners bought 29 Union Pacific shares in Q2 2026, an estimated $7.62K.
Union Pacific made up 0.14% of Alpha Financial Partners's portfolio in Q2 2026, its #93 holding.
Alpha Financial Partners first reported a position in Union Pacific in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Partners's Union Pacific position peaked at $397K in Q2 2023.
2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.