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MBL Wealth’s Union Pacific UNP Stock Holding History

MBL Wealth’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 		$637K Buy
2,342
+4
+0.2% +$1.05K 0.04% 178
2026
Q1 		$567K Buy
2,338
+34
+1% +$8.32K 0.04% 180
2025
Q4 		$533K Buy
2,304
+1,091
+90% +$249K 0.04% 174
2025
Q3 		$287K Buy
1,213
+308
+34% +$69.4K 0.03% 212
2025
Q2 		$208K Sell
905
-69
-7% -$15.3K 0.02% 227
2025
Q1 		$230K Buy
+974
New +$234K 0.02% 215
2022
Q2 		– Sell
-1,424
Closed -$389K – 176
2022
Q1 		$389K Buy
+1,424
New +$360K 0.09% 114
2021
Q1 		$281K Buy
1,274
+16
+1% +$3.36K 0.1% 121
2020
Q4 		$262K Buy
+1,258
New +$251K 0.1% 108

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

MBL Wealth's UNP Position: Q2 2026 in Review

MBL Wealth increased its Union Pacific (UNP) stake by 0.17% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,342 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #178.

MBL Wealth first reported a position in UNP in Q4 2020 and has held it in 9 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • MBL Wealth held 2,342 shares of Union Pacific worth $637K as of Q2 2026.
  • MBL Wealth bought 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #178 holding.
  • MBL Wealth first reported a position in Union Pacific in Q4 2020 and has held it in 9 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.