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 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%	+$5.63K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

MBE Wealth Management reduced its Union Pacific (UNP) stake by 2.4% in Q2 2026, selling an estimated $5.78K and leaving 901 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #140.

MBE Wealth Management first reported a position in UNP in Q1 2020 and has held it in 14 quarters since. The position peaked at $247K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

MBE Wealth Management held 901 shares of Union Pacific worth $245K as of Q2 2026.
MBE Wealth Management sold 22 Union Pacific shares in Q2 2026, an estimated $5.78K.
Union Pacific made up 0.09% of MBE Wealth Management's portfolio in Q2 2026, its #140 holding.
MBE Wealth Management first reported a position in Union Pacific in Q1 2020 and has held it in 14 quarters since.
MBE Wealth Management's Union Pacific position peaked at $247K in Q3 2024.
1,260 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.