MBE Wealth Management
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MBE Wealth Management’s Union Pacific UNP Stock Holding History

MBE 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
Q3 		$265K Buy
974
+73
+8% +$21.2K 0.09% 138
2026
Q2 		$245K Sell
901
-22
-2% -$5.78K 0.09% 140
2026
Q1 		$224K Buy
923
+2
+0.2% +$490 0.09% 130
2025
Q4 		$213K Buy
921
+2
+0.2% +$457 0.09% 128
2025
Q3 		$217K Buy
919
+2
+0.2% +$451 0.09% 130
2025
Q2 		$211K Buy
917
+2
+0.2% +$444 0.09% 130
2025
Q1 		$216K Buy
915
+5
+0.5% +$1.2K 0.1% 113
2024
Q4 		$207K Sell
910
-93
-9% -$22K 0.12% 95
2024
Q3 		$247K Buy
1,003
+99
+11% +$24K 0.14% 81
2024
Q2 		$205K Buy
904
+24
+3% +$5.62K 0.12% 87
2024
Q1 		$216K Hold
880
– – 0.13% 79
2023
Q4 		$216K Buy
+880
New +$193K 0.11% 81
2022
Q2 		– Sell
-903
Closed -$247K – 71
2022
Q1 		$247K Buy
903
+2
+0.2% +$505 0.15% 56
2021
Q4 		$227K Buy
+901
New +$213K 0.12% 55
2020
Q2 		– Sell
-889
Closed -$125K – 482
2020
Q1 		$125K Buy
+889
New +$147K 0.12% 59

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MBE Wealth Management's UNP Position: Q3 2026 in Review

MBE Wealth Management increased its Union Pacific (UNP) stake by 8.1% in Q3 2026, buying an estimated $21.2K and bringing the position to 974 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #138.

MBE Wealth Management first reported a position in UNP in Q1 2020 and has held it in 15 quarters since. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • MBE Wealth Management held 974 shares of Union Pacific worth $265K as of Q3 2026.
  • MBE Wealth Management bought 73 Union Pacific shares in Q3 2026, an estimated $21.2K.
  • Union Pacific made up 0.09% of MBE Wealth Management's portfolio in Q3 2026, its #138 holding.
  • MBE Wealth Management first reported a position in Union Pacific in Q1 2020 and has held it in 15 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.