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CDM Financial Counseling Services’s Union Pacific UNP Stock Holding History

CDM Financial Counseling Services’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 		$945K Buy
3,473
+50
+1% +$13.1K 0.81% 28
2026
Q1 		$830K Buy
3,423
+71
+2% +$17.4K 0.79% 28
2025
Q4 		$775K Buy
+3,352
New +$765K 0.73% 32

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

CDM Financial Counseling Services's UNP Position: Q2 2026 in Review

CDM Financial Counseling Services increased its Union Pacific (UNP) stake by 1.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,473 shares worth $945K. The position accounts for 0.81% of the portfolio, ranked #28.

CDM Financial Counseling Services first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,879 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • CDM Financial Counseling Services held 3,473 shares of Union Pacific worth $945K as of Q2 2026.
  • CDM Financial Counseling Services bought 50 Union Pacific shares in Q2 2026, an estimated $13.1K.
  • Union Pacific made up 0.81% of CDM Financial Counseling Services's portfolio in Q2 2026, its #28 holding.
  • CDM Financial Counseling Services first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,879 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.