Holistic Financial Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $276K | Sell |
1,014
-227
| -18% | -$59.6K | 0.17% | 84 |
|
|
2026
Q1 | $301K | Buy |
1,241
+126
| +11% | +$30.9K | 0.11% | 97 |
|
|
2025
Q4 | $258K | Buy |
1,115
+4
| +0.4% | +$913 | 0.09% | 112 |
|
|
2025
Q3 | $263K | Sell |
1,111
-347
| -24% | -$78.2K | 0.11% | 113 |
|
|
2025
Q2 | $335K | Sell |
1,458
-257
| -15% | -$57.1K | 0.15% | 79 |
|
|
2025
Q1 | $405K | Buy |
1,715
+17
| +1% | +$4.09K | 0.2% | 62 |
|
|
2024
Q4 | $387K | Buy |
1,698
+113
| +7% | +$26.8K | 0.19% | 66 |
|
|
2024
Q3 | $391K | Buy |
1,585
+125
| +9% | +$30.3K | 0.19% | 65 |
|
|
2024
Q2 | $330K | Sell |
1,460
-509
| -26% | -$119K | 0.17% | 71 |
|
|
2024
Q1 | $484K | Buy |
1,969
+186
| +10% | +$45.8K | 0.25% | 49 |
|
|
2023
Q4 | $438K | Buy |
1,783
+424
| +31% | +$93.2K | 0.26% | 50 |
|
|
2023
Q3 | $277K | Buy |
1,359
+12
| +0.9% | +$2.61K | 0.18% | 76 |
|
|
2023
Q2 | $276K | Sell |
1,347
-160
| -11% | -$31.8K | 0.19% | 75 |
|
|
2023
Q1 | $303K | Sell |
1,507
-4
| -0.3% | -$811 | 0.24% | 68 |
|
|
2022
Q4 | $313K | Buy |
1,511
+203
| +16% | +$41.6K | 0.28% | 60 |
|
|
2022
Q3 | $255K | Buy |
1,308
+211
| +19% | +$46.7K | 0.25% | 67 |
|
|
2022
Q2 | $234K | Sell |
1,097
-237
| -18% | -$53.9K | 0.22% | 76 |
|
|
2022
Q1 | $364K | Buy |
1,334
+80
| +6% | +$20.2K | 0.23% | 57 |
|
|
2021
Q4 | $316K | Buy |
1,254
+140
| +13% | +$33.2K | 0.18% | 83 |
|
|
2021
Q3 | $218K | Sell |
1,114
-501
| -31% | -$108K | 0.13% | 98 |
|
|
2021
Q2 | $355K | Sell |
1,615
-3
| -0.2% | -$668 | 0.21% | 67 |
|
|
2021
Q1 | $357K | Buy |
1,618
+145
| +10% | +$30.4K | 0.24% | 62 |
|
|
2020
Q4 | $307K | Buy |
1,473
+41
| +3% | +$8.19K | 0.21% | 68 |
|
|
2020
Q3 | $283K | Buy |
1,432
+52
| +4% | +$9.66K | 0.23% | 61 |
|
|
2020
Q2 | $233K | Buy |
+1,380
| New | +$221K | 0.2% | 67 |
|
|
2020
Q1 | – | Sell |
-1,429
| Closed | -$258K | – | 110 |
|
|
2019
Q4 | $258K | Sell |
1,429
-196
| -12% | -$33.6K | 0.15% | 82 |
|
|
2019
Q3 | $260K | Sell |
1,625
-5
| -0.3% | -$841 | 0.23% | 59 |
|
|
2019
Q2 | $276K | Buy |
1,630
+113
| +7% | +$19.4K | 0.28% | 48 |
|
|
2019
Q1 | $254K | Buy |
+1,517
| New | +$244K | 0.11% | 95 |
|
|
2018
Q2 | – | Sell |
-979
| Closed | -$132K | – | 344 |
|
|
2018
Q1 | $132K | Sell |
979
-10
| -1% | -$1.35K | 0.11% | 93 |
|
|
2017
Q4 | $133K | Buy |
+989
| New | +$119K | 0.11% | 95 |
|
Other funds holding UNP
Holistic Financial Partners's UNP Position: Q2 2026 in Review
Holistic Financial Partners reduced its Union Pacific (UNP) stake by 18% in Q2 2026, selling an estimated $59.6K and leaving 1,014 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #84.
Holistic Financial Partners first reported a position in UNP in Q4 2017 and has held it in 31 quarters since. The position peaked at $484K in Q1 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Holistic Financial Partners held 1,014 shares of Union Pacific worth $276K as of Q2 2026.
- Holistic Financial Partners sold 227 Union Pacific shares in Q2 2026, an estimated $59.6K.
- Union Pacific made up 0.17% of Holistic Financial Partners's portfolio in Q2 2026, its #84 holding.
- Holistic Financial Partners first reported a position in Union Pacific in Q4 2017 and has held it in 31 quarters since.
- Holistic Financial Partners's Union Pacific position peaked at $484K in Q1 2024.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.