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Marshall Financial Group (Maryland)’s Union Pacific UNP Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-940
Closed -$228K – 337
2026
Q1 		$228K Sell
940
-37
-4% -$9.06K 0.04% 275
2025
Q4 		$226K Sell
977
-3,643
-79% -$832K 0.04% 267
2025
Q3 		$1.09M Buy
4,620
+249
+6% +$56.1K 0.21% 118
2025
Q2 		$1.03M Buy
+4,371
New +$970K 0.2% 117
2023
Q4 		– Sell
-4,655
Closed -$948K – 191
2023
Q3 		$948K Sell
4,655
-140
-3% -$30.5K 0.34% 70
2023
Q2 		$981K Buy
4,795
+20
+0.4% +$3.98K 0.33% 73
2023
Q1 		$961K Sell
4,775
-705
-13% -$143K 0.34% 71
2022
Q4 		$1.13M Sell
5,480
-31
-0.6% -$6.36K 0.44% 70
2022
Q3 		$1.07M Sell
5,511
-79
-1% -$17.5K 0.45% 60
2022
Q2 		$1.19M Sell
5,590
-901
-14% -$205K 0.48% 60
2022
Q1 		$1.77M Sell
6,491
-325
-5% -$82.1K 0.73% 27
2021
Q4 		$1.72M Buy
6,816
+366
+6% +$86.7K 0.63% 31
2021
Q3 		$1.26M Buy
6,450
+253
+4% +$54.6K 0.65% 41
2021
Q2 		$1.36M Sell
6,197
-835
-12% -$186K 0.74% 25
2021
Q1 		$1.55M Buy
7,032
+2,117
+43% +$444K 0.93% 24
2020
Q4 		$1.02M Buy
+4,915
New +$982K 0.67% 62

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

Marshall Financial Group (Maryland)'s UNP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 940 shares — an estimated $228K sold.

Marshall Financial Group (Maryland) first reported a position in UNP in Q4 2020 and held it in 16 quarters. The position peaked at $1.77M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 940 Union Pacific shares in Q2 2026, an estimated $228K.
  • Marshall Financial Group (Maryland) first reported a position in Union Pacific in Q4 2020 and held it in 16 quarters.
  • Marshall Financial Group (Maryland)'s Union Pacific position peaked at $1.77M in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.