FI
UNP icon

Finivi Inc’s Union Pacific UNP Stock Holding History

Finivi 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
Q2 		$1.49M Buy
5,491
+4,402
+404% +$1.16M 0.77% 36
2026
Q1 		$264K Sell
1,089
-6
-0.5% -$1.47K 0.14% 94
2025
Q4 		$253K Sell
1,095
-1
-0.1% -$228 0.15% 95
2025
Q3 		$259K Buy
1,096
+2
+0.2% +$451 0.17% 87
2025
Q2 		$252K Buy
1,094
+12
+1% +$2.66K 0.17% 88
2025
Q1 		$256K Buy
1,082
+1
+0.1% +$241 0.21% 77
2024
Q4 		$246K Buy
1,081
+2
+0.2% +$473 0.2% 80
2024
Q3 		$266K Buy
1,079
+1
+0.1% +$242 0.22% 78
2024
Q2 		$244K Buy
1,078
+11
+1% +$2.58K 0.2% 79
2024
Q1 		$263K Sell
1,067
-25
-2% -$6.15K 0.24% 74
2023
Q4 		$268K Buy
+1,092
New +$240K 0.26% 77
2021
Q4 		$348K Buy
+1,382
New +$327K 0.37% 54

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Finivi Inc's UNP Position: Q2 2026 in Review

Finivi Inc increased its Union Pacific (UNP) stake by 404% in Q2 2026, buying an estimated $1.16M and bringing the position to 5,491 shares worth $1.49M. The position accounts for 0.77% of the portfolio, ranked #36.

Finivi Inc first reported a position in UNP in Q4 2021 and has held it in 12 quarters since. 2,842 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Finivi Inc held 5,491 shares of Union Pacific worth $1.49M as of Q2 2026.
  • Finivi Inc bought 4,402 Union Pacific shares in Q2 2026, an estimated $1.16M.
  • Union Pacific made up 0.77% of Finivi Inc's portfolio in Q2 2026, its #36 holding.
  • Finivi Inc first reported a position in Union Pacific in Q4 2021 and has held it in 12 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.