McMill Wealth Management’s Union Pacific UNP Stock Holding History

McMill 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	$1.15M	Hold	4,231	–	–	0.28%	35
2026 Q1	$1.03M	Hold	4,231	–	–	0.27%	33
2025 Q4	$979K	Hold	4,231	–	–	0.28%	33
2025 Q3	$1M	Sell	4,231 -1	-0%	-$225	0.28%	33
2025 Q2	$975K	Buy	4,232 +5	+0.1%	+$1.11K	0.32%	32
2025 Q1	$999K	Buy	4,227 +7	+0.2%	+$1.69K	0.36%	31
2024 Q4	$962K	Buy	+4,220	New	+$999K	0.39%	31

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

McMill Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 4,231 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #35.

McMill Wealth Management first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

McMill Wealth Management held 4,231 shares of Union Pacific worth $1.15M as of Q2 2026.
McMill Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.28% of McMill Wealth Management's portfolio in Q2 2026, its #35 holding.
McMill Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
2,882 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.