Facet Wealth Inc’s Union Pacific UNP Stock Holding History

Facet Wealth Inc’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 Q1	$505K	Buy	2,081 +600	+41%	+$147K	0.01%	174
2025 Q4	$337K	Buy	1,481 +234	+19%	+$53.4K	0.01%	205
2025 Q3	$295K	Buy	1,247 +138	+12%	+$31.1K	0.01%	164
2025 Q2	$246K	Buy	+1,109	New	+$246K	0.01%	159
2025 Q1	–	Sell	-976	Closed	-$236K	–	148
2024 Q4	$236K	Sell	976 -12	-1%	-$2.84K	0.01%	128
2024 Q3	$230K	Buy	+988	New	+$240K	0.01%	132

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Facet Wealth Inc's UNP Position: Q1 2026 in Review

Facet Wealth Inc increased its Union Pacific (UNP) stake by 41% in Q1 2026, buying an estimated $147K and bringing the position to 2,081 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #174.

Facet Wealth Inc first reported a position in UNP in Q3 2024 and has held it in 6 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Facet Wealth Inc held 2,081 shares of Union Pacific worth $505K as of Q1 2026.
Facet Wealth Inc bought 600 Union Pacific shares in Q1 2026, an estimated $147K.
Union Pacific made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #174 holding.
Facet Wealth Inc first reported a position in Union Pacific in Q3 2024 and has held it in 6 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.