KFP
UNP icon

Kerr Financial Planning’s Union Pacific UNP Stock Holding History

Kerr Financial Planning’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 		$23.4K Hold
86
– – 0.03% 261
2026
Q1 		$23.1K Buy
86
+1
+1% +$245 0.02% 258
2025
Q4 		$21.4K Sell
85
-1
-1% -$228 0.03% 268
2025
Q3 		$19.1K Buy
+86
New +$19.4K 0.03% 274

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kerr Financial Planning's UNP Position: Q2 2026 in Review

Kerr Financial Planning held its Union Pacific (UNP) position steady in Q2 2026 at 86 shares worth $23.4K. The position accounts for 0.03% of the portfolio, ranked #261.

Kerr Financial Planning first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Kerr Financial Planning held 86 shares of Union Pacific worth $23.4K as of Q2 2026.
  • Kerr Financial Planning left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #261 holding.
  • Kerr Financial Planning first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.