Money Concepts Capital’s Union Pacific UNP Stock Holding History

Money Concepts Capital’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	Buy	+4,224	New	+$1.11M	0.05%	294
2025 Q3	–	Sell	-875	Closed	-$201K	–	492
2025 Q2	$201K	Hold	875	–	–	0.01%	436
2025 Q1	$207K	Buy	+875	New	+$211K	0.02%	403
2024 Q4	–	Sell	-1,034	Closed	-$255K	–	423
2024 Q3	$255K	Sell	1,034 -143	-12%	-$34.7K	0.02%	364
2024 Q2	$266K	Buy	1,177 +9	+0.8%	+$2.11K	0.02%	339
2024 Q1	$287K	Buy	1,168 +12	+1%	+$2.95K	0.03%	339
2023 Q4	$284K	Sell	1,156 -11	-0.9%	-$2.42K	0.03%	338
2023 Q3	$238K	Buy	1,167 +14	+1%	+$3.05K	0.02%	317
2023 Q2	$236K	Buy	+1,153	New	+$229K	0.02%	334
2023 Q1	–	Sell	-6,598	Closed	-$1.37M	–	2754
2022 Q4	$1.37M	Buy	6,598 +5,515	+509%	+$1.13M	0.06%	239
2022 Q3	$211K	Sell	1,083 -37	-3%	-$8.19K	0.01%	416
2022 Q2	$241K	Sell	1,120 -5,654	-83%	-$1.29M	0.02%	374
2022 Q1	$1.85M	Buy	6,774 +5,919	+692%	+$1.49M	0.1%	201
2021 Q4	$215K	Buy	+855	New	+$203K	0.02%	476

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 $3.38T AUM 44.17% 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

Money Concepts Capital's UNP Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Union Pacific (UNP) in Q2 2026: 4,224 shares worth $1.15M. The stake represents 0.05% of the portfolio and ranks #294 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in UNP as recently as Q2 2025.

Money Concepts Capital first reported a position in UNP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.85M in Q1 2022. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Money Concepts Capital held 4,224 shares of Union Pacific worth $1.15M as of Q2 2026.
Union Pacific was a new Money Concepts Capital position in Q2 2026.
Union Pacific made up 0.05% of Money Concepts Capital's portfolio in Q2 2026, its #294 holding.
Money Concepts Capital first reported a position in Union Pacific in Q4 2021 and has held it in 14 quarters since.
Money Concepts Capital's Union Pacific position peaked at $1.85M in Q1 2022.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.