Mitchell & Pahl Private Wealth’s Union Pacific UNP Stock Holding History

Mitchell & Pahl Private 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	$826K	Sell	3,036 -60	-2%	-$15.8K	0.3%	106
2026 Q1	$751K	Sell	3,096 -22	-0.7%	-$5.39K	0.31%	107
2025 Q4	$721K	Sell	3,118 -49	-2%	-$11.2K	0.3%	114
2025 Q3	$749K	Sell	3,167 -6	-0.2%	-$1.35K	0.31%	111
2025 Q2	$730K	Sell	3,173 -21	-0.7%	-$4.66K	0.32%	111
2025 Q1	$755K	Sell	3,194 -67	-2%	-$16.1K	0.35%	99
2024 Q4	$744K	Sell	3,261 -186	-5%	-$44K	0.35%	101
2024 Q3	$850K	Sell	3,447 -32	-0.9%	-$7.76K	0.4%	94
2024 Q2	$787K	Sell	3,479 -5	-0.1%	-$1.17K	0.42%	89
2024 Q1	$857K	Sell	3,484 -198	-5%	-$48.7K	0.45%	84
2023 Q4	$904K	Sell	3,682 -67	-2%	-$14.7K	0.51%	72
2023 Q3	$763K	Sell	3,749 -101	-3%	-$22K	0.45%	79
2023 Q2	$788K	Sell	3,850 -140	-4%	-$27.8K	0.48%	78
2023 Q1	$803K	Sell	3,990 -103	-3%	-$20.9K	0.5%	69
2022 Q4	$848K	Sell	4,093 -272	-6%	-$55.8K	0.56%	65
2022 Q3	$850K	Sell	4,365 -300	-6%	-$66.4K	0.63%	53
2022 Q2	$995K	Sell	4,665 -346	-7%	-$78.7K	0.69%	50
2022 Q1	$1.37M	Sell	5,011 -215	-4%	-$54.3K	0.87%	35
2021 Q4	$1.32M	Sell	5,226 -60	-1%	-$14.2K	0.84%	37
2021 Q3	$1.04M	Sell	5,286 -35	-0.7%	-$7.56K	0.75%	44
2021 Q2	$1.17M	Sell	5,321 -72	-1%	-$16K	0.84%	41
2021 Q1	$1.19M	Sell	5,393 -61	-1%	-$12.8K	0.92%	35
2020 Q4	$1.14M	Buy	+5,454	New	+$1.09M	0.96%	33

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

Mitchell & Pahl Private Wealth's UNP Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Union Pacific (UNP) stake by 1.9% in Q2 2026, selling an estimated $15.8K and leaving 3,036 shares worth $826K. The position accounts for 0.3% of the portfolio, ranked #106.

Mitchell & Pahl Private Wealth first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Mitchell & Pahl Private Wealth held 3,036 shares of Union Pacific worth $826K as of Q2 2026.
Mitchell & Pahl Private Wealth sold 60 Union Pacific shares in Q2 2026, an estimated $15.8K.
Union Pacific made up 0.3% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #106 holding.
Mitchell & Pahl Private Wealth first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
Mitchell & Pahl Private Wealth's Union Pacific position peaked at $1.37M in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.