Frisch Financial Group’s Union Pacific UNP Stock Holding History

Frisch Financial Group’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	$261K	Sell	958 -695	-42%	-$182K	0.04%	161
2026 Q1	$401K	Buy	1,653 +5	+0.3%	+$1.22K	0.08%	112
2025 Q4	$381K	Sell	1,648 -136	-8%	-$31K	0.09%	107
2025 Q3	$422K	Buy	1,784 +142	+9%	+$32K	0.1%	100
2025 Q2	$378K	Buy	1,642 +3	+0.2%	+$666	0.09%	98
2025 Q1	$387K	Buy	+1,639	New	+$395K	0.11%	86
2020 Q1	–	Sell	-1,106	Closed	-$200K	–	119
2019 Q4	$200K	Buy	+1,106	New	+$189K	0.09%	112
2019 Q2	–	Sell	-1,349	Closed	-$226K	–	107
2019 Q1	$226K	Buy	+1,349	New	+$217K	0.14%	95

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

Frisch Financial Group's UNP Position: Q2 2026 in Review

Frisch Financial Group reduced its Union Pacific (UNP) stake by 42% in Q2 2026, selling an estimated $182K and leaving 958 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #161.

Frisch Financial Group first reported a position in UNP in Q1 2019 and has held it in 8 quarters since. The position peaked at $422K in Q3 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Frisch Financial Group held 958 shares of Union Pacific worth $261K as of Q2 2026.
Frisch Financial Group sold 695 Union Pacific shares in Q2 2026, an estimated $182K.
Union Pacific made up 0.04% of Frisch Financial Group's portfolio in Q2 2026, its #161 holding.
Frisch Financial Group first reported a position in Union Pacific in Q1 2019 and has held it in 8 quarters since.
Frisch Financial Group's Union Pacific position peaked at $422K in Q3 2025.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.