Creative Planning
UNP icon

Creative Planning’s Union Pacific UNP Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-300
Closed -$20K – 2725
2020
Q4 		$20K Hold
300
– – ﹤0.01% 2187
2020
Q3 		$18K Hold
300
– – ﹤0.01% 1992
2020
Q2 		$11K Buy
+300
New +$48.1K ﹤0.01% 1875

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's UNP Position: Q2 2026 in Review

Creative Planning increased its Union Pacific (UNP) stake by 3.2% in Q2 2026, buying an estimated $3.4M and bringing the position to 423,620 shares worth $115M. The position accounts for 0.07% of the portfolio, ranked #134.

Creative Planning first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Creative Planning held 423,620 shares of Union Pacific worth $115M as of Q2 2026.
  • Creative Planning bought 12,966 Union Pacific shares in Q2 2026, an estimated $3.4M.
  • Union Pacific made up 0.07% of Creative Planning's portfolio in Q2 2026, its #134 holding.
  • Creative Planning first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.