Forza Wealth Management’s Union Pacific UNP Stock Holding History

Forza Wealth 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	$499K	Hold	1,835	–	–	0.15%	131
2026 Q1	$445K	Hold	1,835	–	–	0.15%	136
2025 Q4	$424K	Hold	1,835	–	–	0.15%	133
2025 Q3	$434K	Hold	1,835	–	–	0.17%	132
2025 Q2	$422K	Sell	1,835 -80	-4%	-$17.8K	0.17%	134
2025 Q1	$452K	Hold	1,915	–	–	0.2%	118
2024 Q4	$437K	Sell	1,915 -200	-9%	-$47.3K	0.2%	117
2024 Q3	$521K	Hold	2,115	–	–	0.24%	111
2024 Q2	$479K	Hold	2,115	–	–	0.25%	111
2024 Q1	$520K	Hold	2,115	–	–	0.27%	104
2023 Q4	$519K	Hold	2,115	–	–	0.29%	102
2023 Q3	$431K	Hold	2,115	–	–	0.22%	127
2023 Q2	$433K	Hold	2,115	–	–	0.22%	127
2023 Q1	$426K	Hold	2,115	–	–	0.22%	132
2022 Q4	$438K	Buy	+2,115	New	+$434K	0.29%	93

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Forza Wealth Management's UNP Position: Q2 2026 in Review

Forza Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 1,835 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #131.

Forza Wealth Management first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $521K in Q3 2024. 662 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Forza Wealth Management held 1,835 shares of Union Pacific worth $499K as of Q2 2026.
Forza Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #131 holding.
Forza Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Union Pacific position peaked at $521K in Q3 2024.
662 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.