EFP
UNP icon

Elser Financial Planning’s Union Pacific UNP Stock Holding History

Elser Financial 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
2026
Q2 		$1.01M Sell
3,721
-3,172
-46% -$833K 0.04% 52
2026
Q1 		$1.66M Buy
6,893
+11
+0.2% +$2.69K 0.08% 42
2025
Q4 		$1.59M Buy
6,882
+3,202
+87% +$731K 1.15% 17
2025
Q3 		$863K Sell
3,680
-39
-1% -$8.79K 1.04% 20
2025
Q2 		$856K Sell
3,719
-32
-0.9% -$7.1K 1.07% 20
2025
Q1 		$886K Buy
3,751
+513
+16% +$123K 1.23% 19
2024
Q4 		$738K Buy
3,238
+13
+0.4% +$3.08K 0.04% 48
2024
Q3 		$795K Buy
3,225
+37
+1% +$8.97K 1.15% 19
2024
Q2 		$721K Buy
+3,188
New +$747K 0.12% 41

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

Elser Financial Planning's UNP Position: Q2 2026 in Review

Elser Financial Planning reduced its Union Pacific (UNP) stake by 46% in Q2 2026, selling an estimated $833K and leaving 3,721 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #52.

Elser Financial Planning first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Elser Financial Planning held 3,721 shares of Union Pacific worth $1.01M as of Q2 2026.
  • Elser Financial Planning sold 3,172 Union Pacific shares in Q2 2026, an estimated $833K.
  • Union Pacific made up 0.04% of Elser Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Elser Financial Planning first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
  • Elser Financial Planning's Union Pacific position peaked at $1.66M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.