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Montz Harcus Wealth Management’s Union Pacific UNP Stock Holding History

Montz Harcus 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 		$212K Sell
779
-57
-7% -$15K 0.08% 96
2026
Q1 		$203K Buy
+836
New +$205K 0.08% 90

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Montz Harcus Wealth Management's UNP Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Union Pacific (UNP) stake by 6.8% in Q2 2026, selling an estimated $15K and leaving 779 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #96.

Montz Harcus Wealth Management first reported a position in UNP in Q1 2026 and has held it in 2 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Montz Harcus Wealth Management held 779 shares of Union Pacific worth $212K as of Q2 2026.
  • Montz Harcus Wealth Management sold 57 Union Pacific shares in Q2 2026, an estimated $15K.
  • Union Pacific made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Montz Harcus Wealth Management first reported a position in Union Pacific in Q1 2026 and has held it in 2 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.