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Forum Financial Management’s Union Pacific UNP Stock Holding History

Forum Financial 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
Q2 		$1.48M Buy
5,447
+105
+2% +$27.6K 0.02% 105
2026
Q1 		$1.3M Sell
5,342
-4,142
-44% -$1.01M 0.02% 107
2025
Q4 		$2.19M Buy
9,484
+171
+2% +$39K 0.03% 135
2025
Q3 		$2.2M Buy
9,313
+207
+2% +$46.7K 0.03% 127
2025
Q2 		$2.1M Buy
9,106
+728
+9% +$162K 0.03% 121
2025
Q1 		$1.98M Sell
8,378
-429
-5% -$103K 0.03% 119
2024
Q4 		$2.01M Buy
8,807
+288
+3% +$68.2K 0.03% 120
2024
Q3 		$2.1M Buy
8,519
+13
+0.2% +$3.15K 0.03% 102
2024
Q2 		$1.92M Buy
8,506
+1,469
+21% +$344K 0.03% 108
2024
Q1 		$1.73M Buy
7,037
+41
+0.6% +$10.1K 0.03% 128
2023
Q4 		$1.72M Sell
6,996
-973
-12% -$214K 0.03% 104
2023
Q3 		$1.62M Buy
7,969
+2,414
+43% +$526K 0.04% 107
2023
Q2 		$1.14M Buy
5,555
+1,382
+33% +$275K 0.03% 145
2023
Q1 		$840K Buy
4,173
+99
+2% +$20.1K 0.02% 164
2022
Q4 		$844K Sell
4,074
-29
-0.7% -$5.95K 0.03% 157
2022
Q3 		$799K Sell
4,103
-401
-9% -$88.7K 0.04% 136
2022
Q2 		$961K Buy
4,504
+100
+2% +$22.8K 0.05% 127
2022
Q1 		$1.2M Sell
4,404
-207
-4% -$52.3K 0.06% 104
2021
Q4 		$1.16M Buy
+4,611
New +$1.09M 0.06% 107

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

Forum Financial Management's UNP Position: Q2 2026 in Review

Forum Financial Management increased its Union Pacific (UNP) stake by 2% in Q2 2026, buying an estimated $27.6K and bringing the position to 5,447 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #105.

Forum Financial Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q3 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Forum Financial Management held 5,447 shares of Union Pacific worth $1.48M as of Q2 2026.
  • Forum Financial Management bought 105 Union Pacific shares in Q2 2026, an estimated $27.6K.
  • Union Pacific made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #105 holding.
  • Forum Financial Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Union Pacific position peaked at $2.2M in Q3 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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