Jeppson Wealth Management’s Union Pacific UNP Stock Holding History

Jeppson 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 Q3	$775K	Hold	2,848	–	–	0.22%	99
2026 Q2	$775K	Hold	2,848	–	–	0.23%	99
2026 Q1	$691K	Hold	2,848	–	–	0.22%	100
2025 Q4	$659K	Hold	2,848	–	–	0.21%	102
2025 Q3	$673K	Hold	2,848	–	–	0.21%	100
2025 Q2	$655K	Buy	2,848 +20	+0.7%	+$4.44K	0.23%	96
2025 Q1	$668K	Buy	2,828 +1	+0%	+$241	0.24%	95
2024 Q4	$645K	Hold	2,827	–	–	0.23%	97
2024 Q3	$697K	Hold	2,827	–	–	0.25%	95
2024 Q2	$640K	Hold	2,827	–	–	0.24%	92
2024 Q1	$695K	Hold	2,827	–	–	0.27%	88
2023 Q4	$694K	Hold	2,827	–	–	0.29%	86
2023 Q3	$576K	Hold	2,827	–	–	0.26%	95
2023 Q2	$578K	Buy	2,827 +70	+3%	+$13.9K	0.25%	96
2023 Q1	$555K	Buy	2,757 +1,042	+61%	+$211K	0.24%	103
2022 Q4	$355K	Buy	1,715 +74	+5%	+$15.2K	0.15%	131
2022 Q3	$320K	Sell	1,641 -15	-0.9%	-$3.32K	0.15%	129
2022 Q2	$353K	Buy	+1,656	New	+$377K	0.15%	123
2020 Q4	–	Sell	-225	Closed	-$44K	–	430
2020 Q3	$44K	Buy	+225	New	+$41.8K	0.03%	236

Other funds holding UNP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Jeppson Wealth Management's UNP Position: Q3 2026 in Review

Jeppson Wealth Management held its Union Pacific (UNP) position steady in Q3 2026 at 2,848 shares worth $775K. The position accounts for 0.22% of the portfolio, ranked #99.

Jeppson Wealth Management first reported a position in UNP in Q3 2020 and has held it in 19 quarters since. 1,528 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Jeppson Wealth Management held 2,848 shares of Union Pacific worth $775K as of Q3 2026.
Jeppson Wealth Management left its Union Pacific share count unchanged in Q3 2026.
Union Pacific made up 0.22% of Jeppson Wealth Management's portfolio in Q3 2026, its #99 holding.
Jeppson Wealth Management first reported a position in Union Pacific in Q3 2020 and has held it in 19 quarters since.
1,528 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.