COMPASS FINANCIAL MANAGEMENT LLC’s Union Pacific UNP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$6.8K	Buy	+25	New	+$6.57K	﹤0.01%	1129

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UNP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Union Pacific (UNP) in Q2 2026: 25 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings.

2,361 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 25 shares of Union Pacific worth $6.8K as of Q2 2026.
Union Pacific was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Union Pacific made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1129 holding.
2,361 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.