Heritage Wealth Management (Ohio)’s Union Pacific UNP Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.69M	Buy	+6,226	New	+$1.63M	0.42%	63
2026 Q1	–	Sell	-6,205	Closed	-$1.44M	–	246
2025 Q4	$1.44M	Buy	6,205 +6	+0.1%	+$1.37K	0.4%	70
2025 Q3	$1.47M	Sell	6,199 -161	-3%	-$36.3K	0.43%	66
2025 Q2	$1.46M	Sell	6,360 -324	-5%	-$71.9K	0.47%	56
2025 Q1	$1.58M	Sell	6,684 -217	-3%	-$52.2K	0.54%	46
2024 Q4	$1.57M	Sell	6,901 -149	-2%	-$35.3K	0.52%	47
2024 Q3	$1.74M	Sell	7,050 -75	-1%	-$18.2K	0.57%	37
2024 Q2	$1.6M	Buy	+7,125	New	+$1.67M	0.54%	42

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

Heritage Wealth Management (Ohio)'s UNP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Union Pacific (UNP) in Q2 2026: 6,226 shares worth $1.69M. The stake represents 0.42% of the portfolio and ranks #63 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in UNP as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q3 2024. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,226 shares of Union Pacific worth $1.69M as of Q2 2026.
Union Pacific was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Union Pacific made up 0.42% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #63 holding.
Heritage Wealth Management (Ohio) first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Union Pacific position peaked at $1.74M in Q3 2024.
2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.