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Mattern Wealth Management’s Union Pacific UNP Stock Holding History

Mattern 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 		$1.32M Hold
4,836
– – 0.22% 55
2026
Q1 		$1.17M Hold
4,836
– – 0.23% 53
2025
Q4 		$1.12M Sell
4,836
-113
-2% -$25.8K 0.22% 55
2025
Q3 		$1.17M Sell
4,949
-32
-0.6% -$7.21K 0.23% 58
2025
Q2 		$1.15M Sell
4,981
-222
-4% -$49.3K 0.24% 60
2025
Q1 		$1.23M Sell
5,203
-131
-2% -$31.5K 0.27% 60
2024
Q4 		$1.22M Hold
5,334
– – 0.27% 62
2024
Q3 		$1.31M Hold
5,334
– – 0.29% 63
2024
Q2 		$1.21M Sell
5,334
-67
-1% -$15.7K 0.29% 71
2024
Q1 		$1.33M Buy
5,401
+400
+8% +$98.4K 0.32% 76
2023
Q4 		$1.23M Sell
5,001
-857
-15% -$188K 0.32% 79
2023
Q3 		$1.19M Sell
5,858
-4,284
-42% -$933K 0.35% 79
2023
Q2 		$2.08M Sell
10,142
-1,498
-13% -$298K 0.61% 48
2023
Q1 		$2.34M Sell
11,640
-3,584
-24% -$726K 0.78% 36
2022
Q4 		$3.15M Sell
15,224
-277
-2% -$56.8K 1.27% 20
2022
Q3 		$3.02M Sell
15,501
-74
-0.5% -$16.4K 1.21% 21
2022
Q2 		$3.32M Buy
15,575
+11
+0.1% +$2.5K 1.3% 19
2022
Q1 		$4.25M Buy
15,564
+379
+2% +$95.7K 1.39% 16
2021
Q4 		$3.83M Buy
15,185
+109
+0.7% +$25.8K 1.12% 21
2021
Q3 		$2.96M Sell
15,076
-260
-2% -$56.1K 0.99% 27
2021
Q2 		$3.35M Buy
15,336
+356
+2% +$79.3K 1.07% 22
2021
Q1 		$3.3M Sell
14,980
-1,432
-9% -$301K 1.16% 20
2020
Q4 		$3.42M Buy
16,412
+2,657
+19% +$531K 1.29% 22
2020
Q3 		$2.71M Sell
13,755
-1,901
-12% -$353K 1.16% 26
2020
Q2 		$2.65M Buy
15,656
+456
+3% +$73.1K 1.29% 20
2020
Q1 		$2.14M Buy
15,200
+13,401
+745% +$2.22M 1.55% 15
2019
Q4 		$325K Buy
+1,799
New +$308K 0.2% 106

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

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

Mattern Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 4,836 shares worth $1.32M. The position accounts for 0.22% of the portfolio, ranked #55.

Mattern Wealth Management first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mattern Wealth Management held 4,836 shares of Union Pacific worth $1.32M as of Q2 2026.
  • Mattern Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.22% of Mattern Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Mattern Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Union Pacific position peaked at $4.25M in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.