CFFP
UNP icon

Center for Financial Planning’s Union Pacific UNP Stock Holding History

Center for Financial Planning’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 		$1.3M Buy
4,764
+8
+0.2% +$2.1K 0.12% 61
2026
Q1 		$1.15M Buy
4,756
+51
+1% +$12.5K 0.12% 60
2025
Q4 		$1.09M Sell
4,705
-132
-3% -$30.1K 0.11% 62
2025
Q3 		$1.14M Sell
4,837
-72
-1% -$16.2K 0.12% 59
2025
Q2 		$1.13M Buy
4,909
+20
+0.4% +$4.44K 0.13% 57
2025
Q1 		$1.16M Buy
4,889
+206
+4% +$49.6K 0.15% 54
2024
Q4 		$1.07M Sell
4,683
-34
-0.7% -$8.05K 0.14% 56
2024
Q3 		$1.16M Sell
4,717
-453
-9% -$110K 0.16% 51
2024
Q2 		$1.17M Buy
5,170
+47
+0.9% +$11K 0.17% 50
2024
Q1 		$1.26M Sell
5,123
-6
-0.1% -$1.48K 0.19% 50
2023
Q4 		$1.26M Buy
5,129
+9
+0.2% +$1.98K 0.23% 43
2023
Q3 		$1.04M Buy
5,120
+62
+1% +$13.5K 0.23% 44
2023
Q2 		$1.04M Sell
5,058
-946
-16% -$188K 0.22% 46
2023
Q1 		$1.21M Buy
6,004
+34
+0.6% +$6.89K 0.28% 41
2022
Q4 		$1.24M Buy
5,970
+276
+5% +$56.6K 0.3% 38
2022
Q3 		$1.11M Buy
5,694
+10
+0.2% +$2.21K 0.3% 38
2022
Q2 		$1.21M Buy
5,684
+136
+2% +$30.9K 0.31% 35
2022
Q1 		$1.52M Buy
5,548
+83
+2% +$21K 0.31% 32
2021
Q4 		$1.38M Buy
5,465
+114
+2% +$27K 0.28% 40
2021
Q3 		$1.05M Buy
5,351
+143
+3% +$30.9K 0.26% 47
2021
Q2 		$1.15M Buy
5,208
+5
+0.1% +$1.11K 0.28% 43
2021
Q1 		$1.15M Buy
5,203
+287
+6% +$60.3K 0.3% 41
2020
Q4 		$1.02M Buy
4,916
+124
+3% +$24.8K 0.29% 40
2020
Q3 		$943K Buy
4,792
+240
+5% +$44.6K 0.3% 40
2020
Q2 		$770K Sell
4,552
-74
-2% -$11.9K 0.27% 44
2020
Q1 		$652K Sell
4,626
-168
-4% -$27.8K 0.22% 49
2019
Q4 		$867K Buy
+4,794
New +$821K 0.22% 44

Other funds holding UNP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Center for Financial Planning's UNP Position: Q2 2026 in Review

Center for Financial Planning increased its Union Pacific (UNP) stake by 0.17% in Q2 2026, buying an estimated $2.1K and bringing the position to 4,764 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #61.

Center for Financial Planning first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q1 2022. 1,384 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Center for Financial Planning held 4,764 shares of Union Pacific worth $1.3M as of Q2 2026.
  • Center for Financial Planning bought 8 Union Pacific shares in Q2 2026, an estimated $2.1K.
  • Union Pacific made up 0.12% of Center for Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Center for Financial Planning first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Union Pacific position peaked at $1.52M in Q1 2022.
  • 1,384 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.