Falcon Wealth Planning’s Union Pacific UNP Stock Holding History

Falcon Wealth 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	$204K	Buy	+751	New	+$197K	0.01%	241

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Falcon Wealth Planning's UNP Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Union Pacific (UNP) in Q2 2026: 751 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Falcon Wealth Planning held 751 shares of Union Pacific worth $204K as of Q2 2026.
Union Pacific was a new Falcon Wealth Planning position in Q2 2026.
Union Pacific made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #241 holding.
2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.