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Independent Solutions Wealth Management’s Union Pacific UNP Stock Holding History

Independent Solutions 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 		$486K Sell
1,787
-19
-1% -$4.99K 0.06% 144
2026
Q1 		$438K Hold
1,806
– – 0.06% 144
2025
Q4 		$418K Sell
1,806
-25
-1% -$5.71K 0.08% 130
2025
Q3 		$433K Buy
1,831
+144
+9% +$32.5K 0.08% 128
2025
Q2 		$388K Sell
1,687
-66
-4% -$14.7K 0.08% 136
2025
Q1 		$414K Sell
1,753
-98
-5% -$23.6K 0.09% 132
2024
Q4 		$422K Sell
1,851
-71
-4% -$16.8K 0.09% 124
2024
Q3 		$474K Sell
1,922
-2
-0.1% -$485 0.11% 120
2024
Q2 		$435K Sell
1,924
-55
-3% -$12.9K 0.1% 127
2024
Q1 		$487K Hold
1,979
– – 0.12% 125
2023
Q4 		$486K Sell
1,979
-537
-21% -$118K 0.12% 121
2023
Q3 		$512K Sell
2,516
-3,664
-59% -$798K 0.13% 127
2023
Q2 		$1.26M Buy
6,180
+330
+6% +$65.6K 0.32% 72
2023
Q1 		$1.18M Buy
5,850
+144
+3% +$29.2K 0.35% 70
2022
Q4 		$1.18M Buy
5,706
+3,631
+175% +$745K 0.36% 68
2022
Q3 		$404K Buy
2,075
+1
+0% +$221 0.13% 133
2022
Q2 		$442K Sell
2,074
-510
-20% -$116K 0.14% 125
2022
Q1 		$706K Sell
2,584
-243
-9% -$61.4K 0.17% 105
2021
Q4 		$712K Sell
2,827
-47
-2% -$11.1K 0.17% 111
2021
Q3 		$563K Buy
2,874
+12
+0.4% +$2.59K 0.14% 127
2021
Q2 		$629K Buy
2,862
+416
+17% +$92.6K 0.15% 126
2021
Q1 		$539K Sell
2,446
-1,404
-36% -$295K 0.15% 114
2020
Q4 		$802K Buy
3,850
+50
+1% +$9.99K 0.25% 81
2020
Q3 		$748K Sell
3,800
-284
-7% -$52.8K 0.29% 73
2020
Q2 		$690K Sell
4,084
-220
-5% -$35.3K 0.3% 65
2020
Q1 		$607K Buy
4,304
+1,582
+58% +$262K 0.34% 58
2019
Q4 		$492K Buy
+2,722
New +$466K 0.22% 91

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

Independent Solutions Wealth Management's UNP Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Union Pacific (UNP) stake by 1.1% in Q2 2026, selling an estimated $4.99K and leaving 1,787 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #144.

Independent Solutions Wealth Management first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q2 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Independent Solutions Wealth Management held 1,787 shares of Union Pacific worth $486K as of Q2 2026.
  • Independent Solutions Wealth Management sold 19 Union Pacific shares in Q2 2026, an estimated $4.99K.
  • Union Pacific made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Independent Solutions Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Union Pacific position peaked at $1.26M in Q2 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.