Berry Wealth Group’s Union Pacific UNP Stock Holding History

Berry Wealth 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	$211K	Buy	+776	New	+$204K	0.68%	32
2026 Q1	–	Sell	-930	Closed	-$215K	–	31
2025 Q4	$215K	Sell	930 -154	-14%	-$35.2K	0.76%	28
2025 Q3	$256K	Sell	1,084 -5,821	-84%	-$1.31M	0.84%	26
2025 Q2	$1.59M	Sell	6,905 -158	-2%	-$35.1K	1.11%	27
2025 Q1	$1.67M	Sell	7,063 -331	-4%	-$79.7K	1.31%	25
2024 Q4	$1.69M	Sell	7,394 -114	-2%	-$27K	1.22%	26
2024 Q3	$1.85M	Sell	7,508 -97	-1%	-$23.5K	1.33%	26
2024 Q2	$1.72M	Buy	7,605 +62	+0.8%	+$14.5K	1.37%	21
2024 Q1	$1.86M	Sell	7,543 -1,441	-16%	-$355K	1.54%	21
2023 Q4	$2.21M	Buy	+8,984	New	+$1.98M	2.03%	20

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

Berry Wealth Group's UNP Position: Q2 2026 in Review

Berry Wealth Group opened a new position in Union Pacific (UNP) in Q2 2026: 776 shares worth $211K. The stake represents 0.68% of the portfolio and ranks #32 among its holdings. This is a return to the name: Berry Wealth Group previously reported a position in UNP as recently as Q4 2025.

Berry Wealth Group first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2023. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Berry Wealth Group held 776 shares of Union Pacific worth $211K as of Q2 2026.
Union Pacific was a new Berry Wealth Group position in Q2 2026.
Union Pacific made up 0.68% of Berry Wealth Group's portfolio in Q2 2026, its #32 holding.
Berry Wealth Group first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's Union Pacific position peaked at $2.21M in Q4 2023.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.