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HFR Wealth Management’s Union Pacific UNP Stock Holding History

HFR 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 		$12.6M Sell
46,325
-479
-1% -$126K 3.08% 14
2026
Q1 		$11.4M Sell
46,804
-617
-1% -$151K 2.79% 23
2025
Q4 		$11M Buy
47,421
+497
+1% +$113K 2.59% 21
2025
Q3 		$11.1M Buy
46,924
+489
+1% +$110K 2.54% 21
2025
Q2 		$10.7M Buy
46,435
+592
+1% +$131K 2.58% 19
2025
Q1 		$10.8M Buy
45,843
+494
+1% +$119K 2.64% 22
2024
Q4 		$10.3M Sell
45,349
-3
-0% -$710 2.55% 21
2024
Q3 		$11.2M Buy
45,352
+529
+1% +$128K 2.72% 21
2024
Q2 		$10.1M Buy
44,823
+383
+0.9% +$89.8K 2.58% 20
2024
Q1 		$10.9M Buy
44,440
+418
+0.9% +$103K 2.76% 17
2023
Q4 		$10.8M Buy
44,022
+578
+1% +$127K 2.93% 14
2023
Q3 		$8.85M Sell
43,444
-149
-0.3% -$32.5K 2.59% 20
2023
Q2 		$8.92M Buy
43,593
+4
+0% +$795 2.48% 23
2023
Q1 		$8.77M Buy
43,589
+310
+0.7% +$62.8K 2.49% 24
2022
Q4 		$8.96M Buy
43,279
+27
+0.1% +$5.54K 2.6% 22
2022
Q3 		$8.43M Sell
43,252
-138
-0.3% -$30.5K 2.75% 16
2022
Q2 		$9.25M Sell
43,390
-1,971
-4% -$448K 2.79% 15
2022
Q1 		$12.4M Buy
45,361
+117
+0.3% +$29.5K 3.28% 4
2021
Q4 		$11.4M Buy
45,244
+551
+1% +$131K 2.86% 13
2021
Q3 		$8.76M Buy
44,693
+1,439
+3% +$311K 2.55% 21
2021
Q2 		$9.51M Buy
+43,254
New +$9.63M 2.86% 14

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

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

HFR Wealth Management reduced its Union Pacific (UNP) stake by 1% in Q2 2026, selling an estimated $126K and leaving 46,325 shares worth $12.6M. The position accounts for 3.08% of the portfolio, ranked #14.

HFR Wealth Management first reported a position in UNP in Q2 2021 and has held it in 21 quarters since. 2,866 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • HFR Wealth Management held 46,325 shares of Union Pacific worth $12.6M as of Q2 2026.
  • HFR Wealth Management sold 479 Union Pacific shares in Q2 2026, an estimated $126K.
  • Union Pacific made up 3.08% of HFR Wealth Management's portfolio in Q2 2026, its #14 holding.
  • HFR Wealth Management first reported a position in Union Pacific in Q2 2021 and has held it in 21 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.