Financial Gravity Asset Management’s Union Pacific UNP Stock Holding History

Financial Gravity Asset Management’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	$32.5K	Hold	134	–	–	0.01%	373
2025 Q4	$31K	Sell	134 -54	-29%	-$12.3K	0.01%	304
2025 Q3	$44.5K	Buy	+188	New	+$42.4K	0.01%	311
2025 Q1	$31.9K	Buy	+135	New	+$32.5K	0.01%	392
2024 Q2	$30.3K	Buy	134 +130	+3,250%	+$30.5K	0.01%	325
2024 Q1	$883	Hold	4	–	–	﹤0.01%	758
2023 Q4	$1.1K	Buy	+4	New	+$879	﹤0.01%	785
2021 Q3	$196K	Buy	3 +1	+50%	+$216	0.09%	189
2021 Q2	$220K	Buy	+2	New	+$445	0.08%	170
2020 Q4	$1K	Buy	+6	New	+$1.2K	﹤0.01%	454
2019 Q4	$181K	Sell	137 -49	-26%	-$8.39K	0.12%	132
2019 Q3	$30K	Buy	186 +82	+79%	+$13.8K	0.03%	382
2019 Q2	$18K	Sell	104 -30	-22%	-$5.14K	0.01%	499
2019 Q1	$23K	Buy	+134	New	+$21.6K	0.02%	423
2018 Q3	$255K	Buy	1,805 +145	+9%	+$21.8K	0.27%	79
2018 Q2	$247K	Buy	1,660 +1,653	+23,614%	+$230K	0.23%	85
2018 Q1	$1K	Buy	+7	New	+$942	﹤0.01%	1279

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Financial Gravity Asset Management's UNP Position: Q1 2026 in Review

Financial Gravity Asset Management held its Union Pacific (UNP) position steady in Q1 2026 at 134 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #373.

Financial Gravity Asset Management first reported a position in UNP in Q1 2018 and has held it in 17 quarters since. The position peaked at $255K in Q3 2018. 2,776 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Financial Gravity Asset Management held 134 shares of Union Pacific worth $32.5K as of Q1 2026.
Financial Gravity Asset Management left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #373 holding.
Financial Gravity Asset Management first reported a position in Union Pacific in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Union Pacific position peaked at $255K in Q3 2018.
2,776 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.