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Bernicke Wealth Management’s Union Pacific UNP Stock Holding History

Bernicke 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 		$234K Hold
861
– – 0.03% 99
2026
Q1 		$209K Sell
861
-33
-4% -$8.08K 0.03% 100
2025
Q4 		$207K Buy
+894
New +$204K 0.03% 97
2020
Q2 		$812K Sell
4,805
-2,079
-30% -$333K 0.6% 27
2020
Q1 		$971K Buy
6,884
+316
+5% +$52.2K 0.59% 28
2019
Q4 		$1.19M Buy
+6,568
New +$1.12M 0.66% 28

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 $3.38T AUM 44.17% 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

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

Bernicke Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 861 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #99.

Bernicke Wealth Management first reported a position in UNP in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2019. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Bernicke Wealth Management held 861 shares of Union Pacific worth $234K as of Q2 2026.
  • Bernicke Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Bernicke Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 6 quarters since.
  • Bernicke Wealth Management's Union Pacific position peaked at $1.19M in Q4 2019.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.