Modern Wealth Management’s Union Pacific UNP Stock Holding History

Modern 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	$2.31M	Buy	8,501 +3,053	+56%	+$802K	0.03%	371
2026 Q1	$1.32M	Buy	5,448 +93	+2%	+$22.8K	0.02%	368
2025 Q4	$1.24M	Buy	5,355 +451	+9%	+$103K	0.02%	366
2025 Q3	$1.16M	Sell	4,904 -4	-0.1%	-$902	0.02%	363
2025 Q2	$1.13M	Sell	4,908 -287	-6%	-$63.7K	0.03%	350
2025 Q1	$1.23M	Sell	5,195 -1,482	-22%	-$357K	0.04%	279
2024 Q4	$1.52M	Buy	6,677 +2,765	+71%	+$655K	0.06%	211
2024 Q3	$964K	Buy	3,912 +165	+4%	+$40K	0.06%	165
2024 Q2	$848K	Buy	3,747 +1,266	+51%	+$297K	0.06%	153
2024 Q1	$610K	Buy	2,481 +540	+28%	+$133K	0.06%	154
2023 Q4	$477K	Buy	+1,941	New	+$427K	0.06%	94

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

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

Modern Wealth Management increased its Union Pacific (UNP) stake by 56% in Q2 2026, buying an estimated $802K and bringing the position to 8,501 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #371.

Modern Wealth Management first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Modern Wealth Management held 8,501 shares of Union Pacific worth $2.31M as of Q2 2026.
Modern Wealth Management bought 3,053 Union Pacific shares in Q2 2026, an estimated $802K.
Union Pacific made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #371 holding.
Modern Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.