JF
UNP icon

Joule Financial’s Union Pacific UNP Stock Holding History

Joule Financial’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 		$419K Buy
1,542
+1
+0.1% +$263 0.11% 72
2026
Q1 		$374K Hold
1,541
– – 0.11% 76
2025
Q4 		$356K Buy
1,541
+41
+3% +$9.36K 0.11% 75
2025
Q3 		$355K Sell
1,500
-331
-18% -$74.6K 0.11% 78
2025
Q2 		$421K Buy
1,831
+66
+4% +$14.7K 0.14% 69
2025
Q1 		$417K Hold
1,765
– – 0.15% 69
2024
Q4 		$402K Buy
1,765
+24
+1% +$5.68K 0.14% 69
2024
Q3 		$429K Buy
1,741
+212
+14% +$51.4K 0.16% 71
2024
Q2 		$346K Sell
1,529
-75
-5% -$17.6K 0.14% 78
2024
Q1 		$397K Sell
1,604
-689
-30% -$170K 0.16% 70
2023
Q4 		$563K Buy
2,293
+83
+4% +$18.2K 0.26% 48
2023
Q3 		$450K Sell
2,210
-10
-0.5% -$2.18K 0.23% 57
2023
Q2 		$454K Buy
2,220
+13
+0.6% +$2.58K 0.23% 56
2023
Q1 		$444K Buy
2,207
+7
+0.3% +$1.42K 0.24% 50
2022
Q4 		$456K Buy
2,200
+67
+3% +$13.7K 0.3% 46
2022
Q3 		$416K Sell
2,133
-14
-0.7% -$3.1K 0.31% 50
2022
Q2 		$458K Buy
+2,147
New +$489K 0.36% 44

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Joule Financial's UNP Position: Q2 2026 in Review

Joule Financial increased its Union Pacific (UNP) stake by 0.06% in Q2 2026, buying an estimated $263 and bringing the position to 1,542 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #72.

Joule Financial first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. The position peaked at $563K in Q4 2023. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Joule Financial held 1,542 shares of Union Pacific worth $419K as of Q2 2026.
  • Joule Financial bought 1 Union Pacific share in Q2 2026, an estimated $263.
  • Union Pacific made up 0.11% of Joule Financial's portfolio in Q2 2026, its #72 holding.
  • Joule Financial first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Union Pacific position peaked at $563K in Q4 2023.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.