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Berger Financial Group’s Union Pacific UNP Stock Holding History

Berger Financial Group’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 		$232K Buy
854
+4
+0.5% +$1.05K 0.01% 430
2026
Q1 		$206K Buy
+850
New +$208K 0.01% 453
2025
Q4 		– Sell
-3,226
Closed -$763K – 488
2025
Q3 		$763K Sell
3,226
-210
-6% -$47.3K 0.05% 232
2025
Q2 		$791K Sell
3,436
-85
-2% -$18.9K 0.05% 215
2025
Q1 		$832K Sell
3,521
-30
-0.8% -$7.22K 0.06% 203
2024
Q4 		$810K Sell
3,551
-22
-0.6% -$5.21K 0.06% 194
2024
Q3 		$881K Buy
3,573
+2,626
+277% +$637K 0.06% 169
2024
Q2 		$214K Buy
+947
New +$222K 0.02% 347
2023
Q4 		– Sell
-2,353
Closed -$479K – 310
2023
Q3 		$479K Sell
2,353
-29
-1% -$6.32K 0.06% 160
2023
Q2 		$487K Sell
2,382
-9
-0.4% -$1.79K 0.06% 160
2023
Q1 		$481K Sell
2,391
-42
-2% -$8.51K 0.06% 158
2022
Q4 		$504K Sell
2,433
-8
-0.3% -$1.64K 0.07% 151
2022
Q3 		$476K Sell
2,441
-25
-1% -$5.53K 0.07% 142
2022
Q2 		$526K Sell
2,466
-41
-2% -$9.33K 0.08% 130
2022
Q1 		$685K Buy
2,507
+54
+2% +$13.6K 0.09% 124
2021
Q4 		$618K Buy
2,453
+663
+37% +$157K 0.08% 133
2021
Q3 		$351K Hold
1,790
– – 0.06% 142
2021
Q2 		$394K Sell
1,790
-12
-0.7% -$2.67K 0.07% 135
2021
Q1 		$397K Buy
1,802
+9
+0.5% +$1.89K 0.09% 131
2020
Q4 		$373K Buy
+1,793
New +$358K 0.07% 146

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

Berger Financial Group's UNP Position: Q2 2026 in Review

Berger Financial Group increased its Union Pacific (UNP) stake by 0.47% in Q2 2026, buying an estimated $1.05K and bringing the position to 854 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #430.

Berger Financial Group first reported a position in UNP in Q4 2020 and has held it in 20 quarters since. The position peaked at $881K in Q3 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Berger Financial Group held 854 shares of Union Pacific worth $232K as of Q2 2026.
  • Berger Financial Group bought 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #430 holding.
  • Berger Financial Group first reported a position in Union Pacific in Q4 2020 and has held it in 20 quarters since.
  • Berger Financial Group's Union Pacific position peaked at $881K in Q3 2024.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.