Intelligent Financial Strategies’s Union Pacific UNP Stock Holding History

Intelligent Financial Strategies’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	$489K	Hold	1,798	–	–	0.24%	26
2026 Q1	$436K	Sell	1,798 -740	-29%	-$181K	0.23%	27
2025 Q4	$587K	Hold	2,538	–	–	0.28%	27
2025 Q3	$600K	Sell	2,538 -1,196	-32%	-$270K	0.29%	25
2025 Q2	$859K	Hold	3,734	–	–	0.46%	21
2025 Q1	$882K	Hold	3,734	–	–	0.46%	20
2024 Q4	$851K	Sell	3,734 -117	-3%	-$27.7K	0.47%	21
2024 Q3	$949K	Hold	3,851	–	–	0.52%	21
2024 Q2	$871K	Hold	3,851	–	–	0.54%	20
2024 Q1	$947K	Hold	3,851	–	–	0.59%	19
2023 Q4	$946K	Hold	3,851	–	–	0.66%	21
2023 Q3	$784K	Hold	3,851	–	–	0.58%	21
2023 Q2	$788K	Hold	3,851	–	–	0.57%	24
2023 Q1	$775K	Sell	3,851 -75	-2%	-$15.2K	0.61%	26
2022 Q4	$813K	Buy	3,926 +647	+20%	+$133K	0.68%	27
2022 Q3	$639K	Buy	3,279 +2	+0.1%	+$443	0.67%	32
2022 Q2	$699K	Sell	3,277 -425	-11%	-$96.7K	0.71%	31
2022 Q1	$1.01M	Sell	3,702 -530	-13%	-$134K	0.99%	22
2021 Q4	$1.07M	Buy	+4,232	New	+$1M	0.96%	25

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

Intelligent Financial Strategies's UNP Position: Q2 2026 in Review

Intelligent Financial Strategies held its Union Pacific (UNP) position steady in Q2 2026 at 1,798 shares worth $489K. The position accounts for 0.24% of the portfolio, ranked #26.

Intelligent Financial Strategies first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Intelligent Financial Strategies held 1,798 shares of Union Pacific worth $489K as of Q2 2026.
Intelligent Financial Strategies left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.24% of Intelligent Financial Strategies's portfolio in Q2 2026, its #26 holding.
Intelligent Financial Strategies first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
Intelligent Financial Strategies's Union Pacific position peaked at $1.07M in Q4 2021.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.