Marion Wealth Management’s Union Pacific UNP Stock Holding History

Marion 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 Q2	$1.87M	Buy	6,873 +80	+1%	+$21K	0.38%	60
2026 Q1	$1.65M	Buy	6,793 +216	+3%	+$52.9K	0.37%	64
2025 Q4	$1.51M	Buy	6,577 +144	+2%	+$32.9K	0.34%	67
2025 Q3	$1.52M	Buy	6,433 +92	+1%	+$20.7K	0.36%	63
2025 Q2	$1.46M	Sell	6,341 -12	-0.2%	-$2.66K	0.37%	61
2025 Q1	$1.5M	Buy	6,353 +185	+3%	+$44.5K	0.4%	62
2024 Q4	$1.41M	Buy	6,168 +112	+2%	+$26.5K	0.37%	62
2024 Q3	$1.49M	Buy	6,056 +244	+4%	+$59.2K	0.4%	59
2024 Q2	$1.32M	Buy	5,812 +180	+3%	+$42.2K	0.39%	59
2024 Q1	$1.39M	Buy	5,632 +36	+0.6%	+$8.86K	0.41%	57
2023 Q4	$1.37M	Buy	5,596 +261	+5%	+$57.4K	0.44%	52
2023 Q3	$1.09M	Buy	5,335 +89	+2%	+$19.4K	0.38%	55
2023 Q2	$1.07M	Buy	5,246 +180	+4%	+$35.8K	0.38%	56
2023 Q1	$1.02M	Buy	5,066 +496	+11%	+$101K	0.38%	56
2022 Q4	$946K	Buy	4,570 +831	+22%	+$170K	0.4%	55
2022 Q3	$729K	Buy	3,739 +152	+4%	+$33.6K	0.37%	54
2022 Q2	$765K	Buy	3,587 +510	+17%	+$116K	0.4%	53
2022 Q1	$841K	Sell	3,077 -9	-0.3%	-$2.27K	0.41%	58
2021 Q4	$777K	Buy	+3,086	New	+$731K	0.37%	60

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marion Wealth Management's UNP Position: Q2 2026 in Review

Marion Wealth Management increased its Union Pacific (UNP) stake by 1.2% in Q2 2026, buying an estimated $21K and bringing the position to 6,873 shares worth $1.87M. The position accounts for 0.38% of the portfolio, ranked #60.

Marion Wealth Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Marion Wealth Management held 6,873 shares of Union Pacific worth $1.87M as of Q2 2026.
Marion Wealth Management bought 80 Union Pacific shares in Q2 2026, an estimated $21K.
Union Pacific made up 0.38% of Marion Wealth Management's portfolio in Q2 2026, its #60 holding.
Marion Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.