CFM Wealth Partners’s Union Pacific UNP Stock Holding History

CFM Wealth 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	$1.28M	Sell	4,712 -51	-1%	-$13.4K	0.16%	77
2026 Q1	$1.16M	Hold	4,763	–	–	0.17%	75
2025 Q4	$1.1M	Sell	4,763 -95	-2%	-$21.7K	0.16%	75
2025 Q3	$1.15M	Sell	4,858 -70	-1%	-$15.8K	0.17%	71
2025 Q2	$1.13M	Hold	4,928	–	–	0.18%	75
2025 Q1	$1.16M	Hold	4,928	–	–	0.21%	72
2024 Q4	$1.12M	Hold	4,928	–	–	0.19%	75
2024 Q3	$1.21M	Sell	4,928 -6	-0.1%	-$1.46K	0.21%	72
2024 Q2	$1.12M	Hold	4,934	–	–	0.21%	74
2024 Q1	$1.21M	Sell	4,934 -178	-3%	-$43.8K	0.24%	73
2023 Q4	$1.26M	Hold	5,112	–	–	0.28%	70
2023 Q3	$1.04M	Sell	5,112 -86	-2%	-$18.7K	0.27%	66
2023 Q2	$1.06M	Hold	5,198	–	–	0.26%	80
2023 Q1	$1.05M	Hold	5,198	–	–	0.28%	74
2022 Q4	$1.08M	Sell	5,198 -212	-4%	-$43.5K	0.32%	74
2022 Q3	$1.05M	Hold	5,410	–	–	0.34%	69
2022 Q2	$1.15M	Buy	5,410 +349	+7%	+$79.4K	0.35%	69
2022 Q1	$1.38M	Hold	5,061	–	–	0.33%	70
2021 Q4	$1.25M	Sell	5,061 -18	-0.4%	-$4.26K	0.28%	74
2021 Q3	$995K	Sell	5,079 -391	-7%	-$84.4K	0.25%	80
2021 Q2	$1.2M	Hold	5,470	–	–	0.32%	65
2021 Q1	$1.21M	Hold	5,470	–	–	0.36%	63
2020 Q4	$1.14M	Hold	5,470	–	–	0.36%	61
2020 Q3	$1.08M	Sell	5,470 -36	-0.7%	-$6.69K	0.39%	54
2020 Q2	$930K	Sell	5,506 -74	-1%	-$11.9K	0.35%	58
2020 Q1	$787K	Hold	5,580	–	–	0.37%	56
2019 Q4	$1.03M	Buy	+5,580	New	+$955K	0.38%	59

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 $3.38T AUM 44.17% 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

CFM Wealth Partners's UNP Position: Q2 2026 in Review

CFM Wealth Partners reduced its Union Pacific (UNP) stake by 1.1% in Q2 2026, selling an estimated $13.4K and leaving 4,712 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #77.

CFM Wealth Partners first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q1 2022. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

CFM Wealth Partners held 4,712 shares of Union Pacific worth $1.28M as of Q2 2026.
CFM Wealth Partners sold 51 Union Pacific shares in Q2 2026, an estimated $13.4K.
Union Pacific made up 0.16% of CFM Wealth Partners's portfolio in Q2 2026, its #77 holding.
CFM Wealth Partners first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
CFM Wealth Partners's Union Pacific position peaked at $1.38M in Q1 2022.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.