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Ethos Financial Group’s Union Pacific UNP Stock Holding History

Ethos Financial Group’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 		$362K Sell
1,238
-221
-15% -$58K 0.02% 440
2026
Q1 		$353K Buy
1,459
+306
+27% +$74.9K 0.03% 374
2025
Q4 		$267K Buy
1,153
+50
+5% +$11.4K 0.02% 415
2025
Q3 		$261K Sell
1,103
-230
-17% -$51.8K 0.02% 389
2025
Q2 		$307K Buy
1,333
+13
+1% +$2.89K 0.03% 336
2025
Q1 		$304K Buy
1,320
+300
+29% +$72.2K 0.03% 318
2024
Q4 		$233K Buy
1,020
+57
+6% +$13.5K 0.03% 260
2024
Q3 		$240K Sell
963
-80
-8% -$19.4K 0.04% 239
2024
Q2 		$247K Sell
1,043
-701
-40% -$164K 0.04% 230
2024
Q1 		$429K Sell
1,744
-540
-24% -$133K 0.08% 161
2023
Q4 		$561K Sell
2,284
-520
-19% -$114K 0.12% 131
2023
Q3 		$571K Sell
2,804
-45
-2% -$9.8K 0.15% 86
2023
Q2 		$573K Hold
2,849
– – 0.19% 65
2023
Q1 		$573K Buy
2,849
+102
+4% +$20.7K 0.18% 74
2022
Q4 		$569K Buy
+2,747
New +$563K 0.19% 70

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

Ethos Financial Group's UNP Position: Q2 2026 in Review

Ethos Financial Group reduced its Union Pacific (UNP) stake by 15% in Q2 2026, selling an estimated $58K and leaving 1,238 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #440.

Ethos Financial Group first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $573K in Q2 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Ethos Financial Group held 1,238 shares of Union Pacific worth $362K as of Q2 2026.
  • Ethos Financial Group sold 221 Union Pacific shares in Q2 2026, an estimated $58K.
  • Union Pacific made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #440 holding.
  • Ethos Financial Group first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Union Pacific position peaked at $573K in Q2 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.