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Mason & Associates (California)’s Union Pacific UNP Stock Holding History

Mason & Associates (California)’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 		$487K Hold
1,791
– – 0.08% 120
2026
Q1 		$428K Hold
1,791
– – 0.08% 117
2025
Q4 		$414K Buy
+1,791
New +$409K 0.08% 114

Other funds holding UNP

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Mason & Associates (California)'s UNP Position: Q2 2026 in Review

Mason & Associates (California) held its Union Pacific (UNP) position steady in Q2 2026 at 1,791 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #120.

Mason & Associates (California) first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mason & Associates (California) held 1,791 shares of Union Pacific worth $487K as of Q2 2026.
  • Mason & Associates (California) left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.08% of Mason & Associates (California)'s portfolio in Q2 2026, its #120 holding.
  • Mason & Associates (California) first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.