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Journey Retirement Planning & Investment Management’s Union Pacific UNP Stock Holding History

Journey Retirement Planning & Investment 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 		$698K Buy
2,568
+232
+10% +$60.9K 0.54% 52
2026
Q1 		$567K Sell
2,336
-5,332
-70% -$1.31M 0.5% 61
2025
Q4 		$1.77M Buy
+7,668
New +$1.75M 0.36% 74

Other funds holding UNP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Journey Retirement Planning & Investment Management's UNP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Union Pacific (UNP) stake by 9.9% in Q2 2026, buying an estimated $60.9K and bringing the position to 2,568 shares worth $698K. The position accounts for 0.54% of the portfolio, ranked #52.

Journey Retirement Planning & Investment Management first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q4 2025. 1,461 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,568 shares of Union Pacific worth $698K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 232 Union Pacific shares in Q2 2026, an estimated $60.9K.
  • Union Pacific made up 0.54% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #52 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Union Pacific position peaked at $1.77M in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.