CMH Wealth Management
UNP icon

CMH Wealth Management’s Union Pacific UNP Stock Holding History

CMH 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
Q3 		$2.64M Sell
9,709
-2,184
-18% -$635K 0.4% 58
2026
Q2 		$3.23M Sell
11,893
-268
-2% -$70.4K 0.49% 54
2026
Q1 		$2.95M Buy
+12,161
New +$2.98M 0.51% 53

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CMH Wealth Management's UNP Position: Q3 2026 in Review

CMH Wealth Management reduced its Union Pacific (UNP) stake by 18% in Q3 2026, selling an estimated $635K and leaving 9,709 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #58.

CMH Wealth Management first reported a position in UNP in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.23M in Q2 2026. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • CMH Wealth Management held 9,709 shares of Union Pacific worth $2.64M as of Q3 2026.
  • CMH Wealth Management sold 2,184 Union Pacific shares in Q3 2026, an estimated $635K.
  • Union Pacific made up 0.4% of CMH Wealth Management's portfolio in Q3 2026, its #58 holding.
  • CMH Wealth Management first reported a position in Union Pacific in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's Union Pacific position peaked at $3.23M in Q2 2026.
  • 1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.