Financial Perspectives’s Union Pacific UNP Stock Holding History

Financial Perspectives’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	$119K	Buy	438 +1	+0.2%	+$263	0.03%	226
2026 Q1	$106K	Buy	437 +2	+0.5%	+$490	0.03%	227
2025 Q4	$101K	Buy	435 +1	+0.2%	+$228	0.03%	229
2025 Q3	$102K	Buy	434 +2	+0.5%	+$451	0.03%	232
2025 Q2	$99.4K	Buy	432 +1	+0.2%	+$222	0.03%	223
2025 Q1	$102K	Buy	431 +2	+0.5%	+$481	0.03%	212
2024 Q4	$97.9K	Buy	429 +1	+0.2%	+$237	0.03%	216
2024 Q3	$105K	Buy	428 +2	+0.5%	+$485	0.04%	205
2024 Q2	$96.5K	Buy	426 +1	+0.2%	+$234	0.04%	203
2024 Q1	$105K	Sell	425 -25	-6%	-$6.15K	0.04%	199
2023 Q4	$110K	Buy	450 +4	+0.9%	+$879	0.04%	189
2023 Q3	$90.9K	Buy	446 +1	+0.2%	+$218	0.04%	194
2023 Q2	$91K	Buy	445 +2	+0.5%	+$398	0.04%	204
2023 Q1	$89.2K	Buy	443 +122	+38%	+$24.7K	0.04%	198
2022 Q4	$66.4K	Buy	321 +1	+0.3%	+$205	0.03%	221
2022 Q3	$62.4K	Buy	320 +1	+0.3%	+$221	0.04%	215
2022 Q2	$68.1K	Buy	319 +100	+46%	+$22.8K	0.04%	206
2022 Q1	$59.7K	Hold	219	–	–	0.03%	239
2021 Q4	$55.1K	Buy	219 +1	+0.5%	+$237	0.03%	232
2021 Q3	$42.8K	Hold	218	–	–	0.02%	254
2021 Q2	$48K	Hold	218	–	–	0.02%	258
2021 Q1	$48.1K	Hold	218	–	–	0.03%	246
2020 Q4	$45.4K	Hold	218	–	–	0.03%	237
2020 Q3	$42.9K	Hold	218	–	–	0.03%	213
2020 Q2	$36.9K	Hold	218	–	–	0.03%	210
2020 Q1	$30.7K	Hold	218	–	–	0.02%	201
2019 Q4	$39.4K	Buy	+218	New	+$37.3K	0.03%	192

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

Financial Perspectives's UNP Position: Q2 2026 in Review

Financial Perspectives increased its Union Pacific (UNP) stake by 0.23% in Q2 2026, buying an estimated $263 and bringing the position to 438 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #226.

Financial Perspectives first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Financial Perspectives held 438 shares of Union Pacific worth $119K as of Q2 2026.
Financial Perspectives bought 1 Union Pacific share in Q2 2026, an estimated $263.
Union Pacific made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #226 holding.
Financial Perspectives first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.