CGC Financial Services’s Union Pacific UNP Stock Holding History

CGC Financial 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	$57.2K	Sell	210 -2,224	-91%	-$584K	0.01%	129
2026 Q1	$591K	Buy	2,434 +2,024	+494%	+$496K	0.17%	28
2025 Q4	$94.9K	Buy	410 +200	+95%	+$45.7K	0.03%	101
2025 Q3	$49.7K	Hold	210	–	–	0.01%	125
2025 Q2	$48.3K	Hold	210	–	–	0.02%	124
2025 Q1	$49.6K	Hold	210	–	–	0.02%	111
2024 Q4	$48K	Buy	210 +6	+3%	+$1.42K	0.02%	111
2024 Q3	$50.4K	Hold	204	–	–	0.02%	107
2024 Q2	$46.2K	Hold	204	–	–	0.02%	107
2024 Q1	$50.3K	Hold	204	–	–	0.03%	103
2023 Q4	$50.2K	Hold	204	–	–	0.02%	109
2023 Q3	$41.5K	Hold	204	–	–	0.03%	97
2023 Q2	$41.7K	Buy	+204	New	+$40.6K	0.03%	105

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 $3.37T AUM 44.26% 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

CGC Financial Services's UNP Position: Q2 2026 in Review

CGC Financial Services reduced its Union Pacific (UNP) stake by 91% in Q2 2026, selling an estimated $584K and leaving 210 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #129.

CGC Financial Services first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. The position peaked at $591K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

CGC Financial Services held 210 shares of Union Pacific worth $57.2K as of Q2 2026.
CGC Financial Services sold 2,224 Union Pacific shares in Q2 2026, an estimated $584K.
Union Pacific made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #129 holding.
CGC Financial Services first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Union Pacific position peaked at $591K in Q1 2026.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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