Cherry Tree Wealth Management’s Union Pacific UNP Stock Holding History

Cherry Tree Wealth Management’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	$952	Hold	4	–	–	﹤0.01%	550
2026 Q1	$850	Hold	4	–	–	﹤0.01%	543
2025 Q4	$810	Sell	4 -394	-99%	-$89.9K	﹤0.01%	549
2025 Q3	$94K	Hold	398	–	–	0.02%	221
2025 Q2	$91.5K	Sell	398 -15	-4%	-$3.33K	0.02%	223
2025 Q1	$97.4K	Hold	413	–	–	0.02%	212
2024 Q4	$94.1K	Hold	413	–	–	0.02%	214
2024 Q3	$102K	Hold	413	–	–	0.02%	212
2024 Q2	$93.3K	Buy	413 +15	+4%	+$3.52K	0.02%	212
2024 Q1	$97.8K	Sell	398 -21	-5%	-$5.17K	0.02%	209
2023 Q4	$103K	Hold	419	–	–	0.03%	194
2023 Q3	$85.2K	Buy	419 +48	+13%	+$10.5K	0.03%	199
2023 Q2	$75.8K	Buy	+371	New	+$73.8K	0.02%	209

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

Cherry Tree Wealth Management's UNP Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 4 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Cherry Tree Wealth Management first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. The position peaked at $103K in Q4 2023. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Cherry Tree Wealth Management held 4 shares of Union Pacific worth $952 as of Q2 2026.
Cherry Tree Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #550 holding.
Cherry Tree Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Union Pacific position peaked at $103K in Q4 2023.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.