Commonwealth Financial Services’s Union Pacific UNP Stock Holding History

Commonwealth 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	$393K	Buy	1,446 +54	+4%	+$14.2K	0.05%	175
2026 Q1	$338K	Buy	1,392 +101	+8%	+$24.7K	0.05%	162
2025 Q4	$299K	Sell	1,291 -61	-5%	-$13.9K	0.05%	165
2025 Q3	$320K	Sell	1,352 -30	-2%	-$6.76K	0.05%	161
2025 Q2	$318K	Sell	1,382 -32	-2%	-$7.1K	0.06%	152
2025 Q1	$334K	Buy	1,414 +21	+2%	+$5.05K	0.07%	140
2024 Q4	$318K	Buy	1,393 +203	+17%	+$48.1K	0.06%	143
2024 Q3	$292K	Buy	1,190 +16	+1%	+$3.88K	0.06%	155
2024 Q2	$262K	Hold	1,174	–	–	0.05%	159
2024 Q1	$288K	Hold	1,174	–	–	0.07%	141
2023 Q4	$288K	Hold	1,174	–	–	0.07%	141
2023 Q3	$239K	Buy	+1,174	New	+$256K	0.07%	160
2017 Q1	$43K	Hold	400	–	–	0.05%	108
2016 Q4	$43K	Hold	400	–	–	0.04%	97
2016 Q3	$39K	Hold	400	–	–	0.04%	93
2016 Q2	$35K	Hold	400	–	–	0.04%	101
2016 Q1	$32K	Hold	400	–	–	0.05%	95
2015 Q4	$31K	Hold	400	–	–	0.11%	90
2015 Q3	$35K	Hold	400	–	–	0.04%	90
2015 Q2	$38K	Hold	400	–	–	0.04%	99
2015 Q1	$43K	Hold	400	–	–	0.04%	97
2014 Q4	$48K	Buy	+400	New	+$45.9K	0.04%	85

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

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

Commonwealth Financial Services increased its Union Pacific (UNP) stake by 3.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,446 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #175.

Commonwealth Financial Services first reported a position in UNP in Q4 2014 and has held it in 22 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Commonwealth Financial Services held 1,446 shares of Union Pacific worth $393K as of Q2 2026.
Commonwealth Financial Services bought 54 Union Pacific shares in Q2 2026, an estimated $14.2K.
Union Pacific made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #175 holding.
Commonwealth Financial Services first reported a position in Union Pacific in Q4 2014 and has held it in 22 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.