Morton Brown Family Wealth’s Union Pacific UNP Stock Holding History

Morton Brown Family 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	$138K	Hold	508	–	–	0.03%	85
2026 Q1	$123K	Buy	508 +1	+0.2%	+$245	0.03%	85
2025 Q4	$117K	Buy	507 +1	+0.2%	+$228	0.03%	84
2025 Q3	$120K	Sell	506 -21	-4%	-$4.73K	0.03%	81
2025 Q2	$121K	Buy	527 +1	+0.2%	+$222	0.04%	79
2025 Q1	$124K	Buy	526 +22	+4%	+$5.3K	0.04%	72
2024 Q4	$115K	Hold	504	–	–	0.04%	77
2024 Q3	$124K	Buy	504 +1	+0.2%	+$242	0.04%	69
2024 Q2	$122K	Buy	503 +1	+0.2%	+$234	0.05%	68
2024 Q1	$123K	Hold	502	–	–	0.05%	62
2023 Q4	$123K	Buy	502 +2	+0.4%	+$440	0.05%	65
2023 Q3	$102K	Hold	500	–	–	0.05%	58
2023 Q2	$102K	Sell	500 -25	-5%	-$4.97K	0.05%	60
2023 Q1	$106K	Hold	525	–	–	0.06%	61
2022 Q4	$109K	Sell	525 -94	-15%	-$19.3K	0.07%	59
2022 Q3	$121K	Buy	619 +1	+0.2%	+$221	0.1%	49
2022 Q2	$132K	Hold	618	–	–	0.1%	46
2022 Q1	$169K	Hold	618	–	–	0.13%	42
2021 Q4	$156K	Buy	+618	New	+$146K	0.12%	46

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

Morton Brown Family Wealth's UNP Position: Q2 2026 in Review

Morton Brown Family Wealth held its Union Pacific (UNP) position steady in Q2 2026 at 508 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #85.

Morton Brown Family Wealth first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $169K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Morton Brown Family Wealth held 508 shares of Union Pacific worth $138K as of Q2 2026.
Morton Brown Family Wealth left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #85 holding.
Morton Brown Family Wealth first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Union Pacific position peaked at $169K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.