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 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

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

Bernardo Wealth Planning's UNP Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Union Pacific (UNP) in Q2 2026: 866 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in UNP as recently as Q1 2022.

Bernardo Wealth Planning first reported a position in UNP in Q1 2019 and has held it in 12 quarters since. The position peaked at $444K in Q4 2020. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Bernardo Wealth Planning held 866 shares of Union Pacific worth $235K as of Q2 2026.
Union Pacific was a new Bernardo Wealth Planning position in Q2 2026.
Union Pacific made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #127 holding.
Bernardo Wealth Planning first reported a position in Union Pacific in Q1 2019 and has held it in 12 quarters since.
Bernardo Wealth Planning's Union Pacific position peaked at $444K in Q4 2020.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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