Dogwood Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$305K Buy
1,123
+965
+611% +$253K 0.12% 67
2026
Q1
$38.3K Buy
158
+54
+52% +$13.2K 0.02% 170
2025
Q4
$24.1K Sell
104
-365
-78% -$83.3K 0.01% 181
2025
Q3
$111K Buy
469
+425
+966% +$95.8K 0.05% 101
2025
Q2
$10.4K Buy
44
+8
+22% +$1.78K 0.01% 266
2025
Q1
$8.51K Buy
+36
New +$8.67K ﹤0.01% 204
2024
Q3
Hold
0
215
2024
Q2
Sell
-50
Closed -$11.7K 264
2024
Q1
$12.3K Buy
+50
New +$12.3K 0.01% 177
2023
Q4
Hold
0
227

Other funds holding UNP

Dogwood Wealth Management's UNP Position: Q2 2026 in Review

Dogwood Wealth Management increased its Union Pacific (UNP) stake by 611% in Q2 2026, buying an estimated $253K and bringing the position to 1,123 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #67.

Dogwood Wealth Management first reported a position in UNP in Q1 2024 and has held it in 7 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Dogwood Wealth Management held 1,123 shares of Union Pacific worth $305K as of Q2 2026.
  • Dogwood Wealth Management bought 965 Union Pacific shares in Q2 2026, an estimated $253K.
  • Union Pacific made up 0.12% of Dogwood Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Dogwood Wealth Management first reported a position in Union Pacific in Q1 2024 and has held it in 7 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.