FPH
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Financial Planning Hawaii’s Union Pacific UNP Stock Holding History

Financial Planning Hawaii’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 		$253K Hold
930
– – 0.14% 121
2026
Q1 		$226K Hold
930
– – 0.13% 118
2025
Q4 		$215K Buy
+930
New +$212K 0.12% 124

Other funds holding UNP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Planning Hawaii's UNP Position: Q2 2026 in Review

Financial Planning Hawaii held its Union Pacific (UNP) position steady in Q2 2026 at 930 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #121.

Financial Planning Hawaii first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,760 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Financial Planning Hawaii held 930 shares of Union Pacific worth $253K as of Q2 2026.
  • Financial Planning Hawaii left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.14% of Financial Planning Hawaii's portfolio in Q2 2026, its #121 holding.
  • Financial Planning Hawaii first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.