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Journey Strategic Wealth’s Union Pacific UNP Stock Holding History

Journey Strategic Wealth’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
Q1 		$1.91M Buy
7,865
+240
+3% +$58.8K 0.05% 105
2025
Q4 		$1.76M Buy
7,625
+651
+9% +$149K 0.05% 109
2025
Q3 		$1.65M Sell
6,974
-665
-9% -$150K 0.05% 113
2025
Q2 		$1.76M Buy
7,639
+2,425
+47% +$538K 0.06% 102
2025
Q1 		$1.23M Buy
5,214
+292
+6% +$70.3K 0.04% 112
2024
Q4 		$1.12M Buy
4,922
+284
+6% +$67.2K 0.04% 110
2024
Q3 		$1.14M Buy
4,638
+524
+13% +$127K 0.04% 116
2024
Q2 		$931K Buy
4,114
+444
+12% +$104K 0.04% 99
2024
Q1 		$903K Buy
3,670
+954
+35% +$235K 0.04% 83
2023
Q4 		$667K Buy
2,716
+409
+18% +$89.9K 0.03% 85
2023
Q3 		$470K Buy
2,307
+921
+66% +$201K 0.02% 84
2023
Q2 		$284K Sell
1,386
-1,435
-51% -$285K 0.01% 127
2023
Q1 		$568K Buy
2,821
+316
+13% +$64K 0.06% 93
2022
Q4 		$519K Buy
2,505
+445
+22% +$91.3K 0.06% 96
2022
Q3 		$401K Buy
+2,060
New +$456K 0.05% 80
2022
Q2 		– Sell
-1,836
Closed -$502K – 212
2022
Q1 		$502K Buy
1,836
+113
+7% +$28.5K 0.05% 51
2021
Q4 		$434K Buy
+1,723
New +$408K 0.05% 87

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Journey Strategic Wealth's UNP Position: Q1 2026 in Review

Journey Strategic Wealth increased its Union Pacific (UNP) stake by 3.1% in Q1 2026, buying an estimated $58.8K and bringing the position to 7,865 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #105.

Journey Strategic Wealth first reported a position in UNP in Q4 2021 and has held it in 17 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Journey Strategic Wealth held 7,865 shares of Union Pacific worth $1.91M as of Q1 2026.
  • Journey Strategic Wealth bought 240 Union Pacific shares in Q1 2026, an estimated $58.8K.
  • Union Pacific made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #105 holding.
  • Journey Strategic Wealth first reported a position in Union Pacific in Q4 2021 and has held it in 17 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.