Bernardo Wealth Planning
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Bernardo Wealth Planning’s Union Pacific UNP Stock Holding History

Bernardo Wealth 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
Q3 		$476K Buy
1,750
+884
+102% +$257K 0.04% 127
2026
Q2 		$235K Buy
+866
New +$227K 0.04% 127
2022
Q2 		– Sell
-933
Closed -$255K – 95
2022
Q1 		$255K Buy
933
+2
+0.2% +$505 0.13% 76
2021
Q4 		$234K Buy
+931
New +$221K 0.11% 76
2021
Q3 		– Sell
-916
Closed -$201K – 80
2021
Q2 		$201K Sell
916
-20
-2% -$4.45K 0.12% 75
2021
Q1 		$206K Sell
936
-1,196
-56% -$251K 0.13% 73
2020
Q4 		$444K Sell
2,132
-61
-3% -$12.2K 0.17% 106
2020
Q3 		$431K Buy
2,193
+925
+73% +$172K 0.19% 92
2020
Q2 		$214K Buy
+1,268
New +$203K 0.11% 127
2020
Q1 		– Sell
-1,268
Closed -$229K – 162
2019
Q4 		$229K Hold
1,268
– – 0.14% 148
2019
Q3 		$205K Hold
1,268
– – 0.15% 150
2019
Q2 		$215K Buy
1,268
+3
+0.2% +$514 0.17% 137
2019
Q1 		$212K Buy
+1,265
New +$204K 0.17% 136

Other funds holding UNP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bernardo Wealth Planning's UNP Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Union Pacific (UNP) stake by 102% in Q3 2026, buying an estimated $257K and bringing the position to 1,750 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #127.

Bernardo Wealth Planning first reported a position in UNP in Q1 2019 and has held it in 13 quarters since. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Bernardo Wealth Planning held 1,750 shares of Union Pacific worth $476K as of Q3 2026.
  • Bernardo Wealth Planning bought 884 Union Pacific shares in Q3 2026, an estimated $257K.
  • Union Pacific made up 0.04% of Bernardo Wealth Planning's portfolio in Q3 2026, its #127 holding.
  • Bernardo Wealth Planning first reported a position in Union Pacific in Q1 2019 and has held it in 13 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.