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Heritage Family Offices’s Union Pacific UNP Stock Holding History

Heritage Family Offices’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 		$245K Buy
+899
New +$236K 0.09% 185

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

Heritage Family Offices's UNP Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Union Pacific (UNP) in Q2 2026: 899 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #185 among its holdings.

2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Heritage Family Offices held 899 shares of Union Pacific worth $245K as of Q2 2026.
  • Union Pacific was a new Heritage Family Offices position in Q2 2026.
  • Union Pacific made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #185 holding.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.