CFP
UNP icon

Cascade Financial Partners’s Union Pacific UNP Stock Holding History

Cascade Financial Partners’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 		$743K Sell
2,733
-107
-4% -$28.1K 0.06% 149
2026
Q1 		$689K Sell
2,840
-126
-4% -$30.9K 0.07% 148
2025
Q4 		$686K Sell
2,966
-385
-11% -$87.9K 0.07% 145
2025
Q3 		$792K Hold
3,351
– – 0.09% 132
2025
Q2 		$771K Hold
3,351
– – 0.09% 130
2025
Q1 		$792K Sell
3,351
-98
-3% -$23.6K 0.1% 120
2024
Q4 		$787K Hold
3,449
– – 0.1% 115
2024
Q3 		$833K Buy
3,449
+50
+1% +$12.1K 0.1% 110
2024
Q2 		$769K Sell
3,399
-70
-2% -$16.4K 0.1% 113
2024
Q1 		$813K Buy
+3,469
New +$854K 0.12% 110

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 $3.37T AUM 44.26% 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

Cascade Financial Partners's UNP Position: Q2 2026 in Review

Cascade Financial Partners reduced its Union Pacific (UNP) stake by 3.8% in Q2 2026, selling an estimated $28.1K and leaving 2,733 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #149.

Cascade Financial Partners first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. The position peaked at $833K in Q3 2024. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Cascade Financial Partners held 2,733 shares of Union Pacific worth $743K as of Q2 2026.
  • Cascade Financial Partners sold 107 Union Pacific shares in Q2 2026, an estimated $28.1K.
  • Union Pacific made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #149 holding.
  • Cascade Financial Partners first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Union Pacific position peaked at $833K in Q3 2024.
  • 2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.