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BCS Wealth Management’s Union Pacific UNP Stock Holding History

BCS 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 		$705K Buy
2,593
+219
+9% +$57.5K 0.13% 140
2026
Q1 		$576K Sell
2,374
-2,456
-51% -$601K 0.12% 146
2025
Q4 		$1.12M Buy
4,830
+2,412
+100% +$551K 0.11% 151
2025
Q3 		$572K Sell
2,418
-120
-5% -$27K 0.13% 141
2025
Q2 		$584K Buy
2,538
+220
+9% +$48.8K 0.13% 147
2025
Q1 		$548K Sell
2,318
-449
-16% -$108K 0.14% 139
2024
Q4 		$631K Buy
+2,767
New +$655K 0.16% 120
2024
Q2 		– Sell
-2,318
Closed -$570K – 220
2024
Q1 		$570K Hold
2,318
– – 0.18% 121
2023
Q4 		$569K Hold
2,318
– – 0.21% 106
2023
Q3 		$472K Buy
+2,318
New +$505K 0.2% 113
2023
Q1 		– Sell
-2,118
Closed -$439K – 198
2022
Q4 		$439K Hold
2,118
– – 0.18% 117
2022
Q3 		$413K Hold
2,118
– – 0.19% 112
2022
Q2 		$452K Sell
2,118
-46
-2% -$10.5K 0.2% 102
2022
Q1 		$591K Hold
2,164
– – 0.24% 94
2021
Q4 		$545K Sell
2,164
-49
-2% -$11.6K 0.2% 100
2021
Q3 		$434K Hold
2,213
– – 0.18% 102
2021
Q2 		$487K Buy
2,213
+533
+32% +$119K 0.26% 79
2021
Q1 		$370K Hold
1,680
– – 0.18% 105
2020
Q4 		$350K Buy
1,680
+76
+5% +$15.2K 0.18% 101
2020
Q3 		$316K Sell
1,604
-52
-3% -$9.66K 0.18% 95
2020
Q2 		$280K Hold
1,656
– – 0.17% 101
2020
Q1 		$234K Hold
1,656
– – 0.16% 96
2019
Q4 		$299K Buy
+1,656
New +$284K 0.2% 81

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

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

BCS Wealth Management increased its Union Pacific (UNP) stake by 9.2% in Q2 2026, buying an estimated $57.5K and bringing the position to 2,593 shares worth $705K. The position accounts for 0.13% of the portfolio, ranked #140.

BCS Wealth Management first reported a position in UNP in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • BCS Wealth Management held 2,593 shares of Union Pacific worth $705K as of Q2 2026.
  • BCS Wealth Management bought 219 Union Pacific shares in Q2 2026, an estimated $57.5K.
  • Union Pacific made up 0.13% of BCS Wealth Management's portfolio in Q2 2026, its #140 holding.
  • BCS Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Union Pacific position peaked at $1.12M in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.