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Asset Planning Inc’s Union Pacific UNP Stock Holding History

Asset Planning Inc’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 		$420K Buy
1,545
+7
+0.5% +$1.84K 0.27% 56
2026
Q1 		$373K Buy
1,538
+9
+0.6% +$2.2K 0.27% 55
2025
Q4 		$354K Sell
1,529
-62
-4% -$14.2K 0.25% 58
2025
Q3 		$376K Buy
1,591
+9
+0.6% +$2.03K 0.27% 59
2025
Q2 		$364K Buy
1,582
+58
+4% +$12.9K 0.27% 60
2025
Q1 		$360K Sell
1,524
-146
-9% -$35.1K 0.28% 57
2024
Q4 		$381K Buy
+1,670
New +$395K 0.29% 55

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's UNP Position: Q2 2026 in Review

Asset Planning Inc increased its Union Pacific (UNP) stake by 0.46% in Q2 2026, buying an estimated $1.84K and bringing the position to 1,545 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #56.

Asset Planning Inc first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Asset Planning Inc held 1,545 shares of Union Pacific worth $420K as of Q2 2026.
  • Asset Planning Inc bought 7 Union Pacific shares in Q2 2026, an estimated $1.84K.
  • Union Pacific made up 0.27% of Asset Planning Inc's portfolio in Q2 2026, its #56 holding.
  • Asset Planning Inc first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.