Merit Financial Group
UNP icon

Merit Financial Group’s Union Pacific UNP Stock Holding History

Merit Financial Group’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 		$13.6M Buy
50,048
+2,411
+5% +$701K 0.08% 225
2026
Q2 		$13M Sell
47,637
-4,041
-8% -$1.06M 0.08% 215
2026
Q1 		$12.5M Buy
51,678
+8,223
+19% +$2.01M 0.09% 195
2025
Q4 		$10.1M Buy
43,455
+4,421
+11% +$1.01M 0.08% 205
2025
Q3 		$9.23M Buy
39,034
+1,522
+4% +$343K 0.08% 184
2025
Q2 		$8.63M Buy
37,512
+12,305
+49% +$2.73M 0.1% 166
2025
Q1 		$5.95M Buy
25,207
+1,732
+7% +$417K 0.09% 187
2024
Q4 		$5.35M Buy
23,475
+6,470
+38% +$1.53M 0.1% 172
2024
Q3 		$4.19M Sell
17,005
-2,419
-12% -$587K 0.09% 167
2024
Q2 		$4.39M Buy
19,424
+827
+4% +$194K 0.1% 159
2024
Q1 		$4.47M Buy
18,597
+9,192
+98% +$2.26M 0.11% 150
2023
Q4 		$2.31M Sell
9,405
-8,054
-46% -$1.77M 0.07% 181
2023
Q3 		$3.56M Buy
17,459
+250
+1% +$54.4K 0.12% 135
2023
Q2 		$3.52M Buy
17,209
+4,543
+36% +$903K 0.11% 137
2023
Q1 		$2.55M Sell
12,666
-1,433
-10% -$290K 0.09% 171
2022
Q4 		$2.92M Buy
14,099
+411
+3% +$84.3K 0.11% 143
2022
Q3 		$2.67M Sell
13,688
-7,597
-36% -$1.68M 0.12% 124
2022
Q2 		$4.54M Buy
21,285
+14,947
+236% +$3.4M 0.14% 94
2022
Q1 		$1.73M Sell
6,338
-44
-0.7% -$11.1K 0.1% 111
2021
Q4 		$1.61M Buy
6,382
+115
+2% +$27.2K 0.16% 69
2021
Q3 		$1.23M Buy
6,267
+2
+0% +$432 0.13% 80
2021
Q2 		$1.38M Buy
6,265
+242
+4% +$53.9K 0.13% 79
2021
Q1 		$1.33M Buy
6,023
+656
+12% +$138K 0.14% 75
2020
Q4 		$1.12M Sell
5,367
-243
-4% -$48.5K 0.11% 81
2020
Q3 		$1.1M Buy
5,610
+178
+3% +$33.1K 0.1% 80
2020
Q2 		$918K Buy
5,432
+238
+5% +$38.1K 0.09% 87
2020
Q1 		$733K Sell
5,194
-84
-2% -$13.9K 0.08% 93
2019
Q4 		$954K Buy
+5,278
New +$904K 0.08% 90

Other funds holding UNP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Merit Financial Group's UNP Position: Q3 2026 in Review

Merit Financial Group increased its Union Pacific (UNP) stake by 5.1% in Q3 2026, buying an estimated $701K and bringing the position to 50,048 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #225.

Merit Financial Group first reported a position in UNP in Q4 2019 and has held it in 28 quarters since. 2,384 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Merit Financial Group held 50,048 shares of Union Pacific worth $13.6M as of Q3 2026.
  • Merit Financial Group bought 2,411 Union Pacific shares in Q3 2026, an estimated $701K.
  • Union Pacific made up 0.08% of Merit Financial Group's portfolio in Q3 2026, its #225 holding.
  • Merit Financial Group first reported a position in Union Pacific in Q4 2019 and has held it in 28 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.