Caliber Wealth Management (Kansas)’s Union Pacific UNP Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.08M	Buy	14,996 +377	+3%	+$99K	0.39%	50
2026 Q1	$3.55M	Buy	14,619 +196	+1%	+$48K	0.39%	54
2025 Q4	$3.34M	Buy	14,423 +1,001	+7%	+$228K	0.36%	53
2025 Q3	$3.17M	Buy	13,422 +33	+0.2%	+$7.44K	0.35%	62
2025 Q2	$3.08M	Buy	13,389 +245	+2%	+$54.4K	0.33%	68
2025 Q1	$3.11M	Buy	+13,144	New	+$3.16M	0.42%	59

Other funds holding UNP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Caliber Wealth Management (Kansas)'s UNP Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Union Pacific (UNP) stake by 2.6% in Q2 2026, buying an estimated $99K and bringing the position to 14,996 shares worth $4.08M. The position accounts for 0.39% of the portfolio, ranked #50.

Caliber Wealth Management (Kansas) first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 1,448 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Caliber Wealth Management (Kansas) held 14,996 shares of Union Pacific worth $4.08M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 377 Union Pacific shares in Q2 2026, an estimated $99K.
Union Pacific made up 0.39% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #50 holding.
Caliber Wealth Management (Kansas) first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
1,448 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.