MFWP
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Mosaic Family Wealth Partners’s Union Pacific UNP Stock Holding History

Mosaic Family Wealth Partners’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 		$1.55M Buy
5,699
+1,706
+43% +$448K 0.1% 153
2026
Q1 		$969K Buy
3,993
+1,084
+37% +$265K 0.1% 113
2025
Q4 		$673K Sell
2,909
-41
-1% -$9.36K 0.07% 126
2025
Q3 		$697K Buy
2,950
+10
+0.3% +$2.25K 0.08% 114
2025
Q2 		$676K Sell
2,940
-23
-0.8% -$5.11K 0.09% 110
2025
Q1 		$700K Sell
2,963
-27
-0.9% -$6.5K 0.1% 108
2024
Q4 		$682K Buy
2,990
+9
+0.3% +$2.13K 0.1% 101
2024
Q3 		$735K Buy
2,981
+5
+0.2% +$1.21K 0.11% 91
2024
Q2 		$673K Buy
2,976
+75
+3% +$17.6K 0.11% 97
2024
Q1 		$713K Sell
2,901
-12
-0.4% -$2.95K 0.12% 93
2023
Q4 		$715K Sell
2,913
-20
-0.7% -$4.4K 0.12% 92
2023
Q3 		$597K Hold
2,933
– – 0.12% 94
2023
Q2 		$600K Sell
2,933
-8
-0.3% -$1.59K 0.12% 94
2023
Q1 		$592K Buy
2,941
+1
+0% +$203 0.12% 95
2022
Q4 		$609K Buy
+2,940
New +$603K 0.17% 91

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

Mosaic Family Wealth Partners's UNP Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Union Pacific (UNP) stake by 43% in Q2 2026, buying an estimated $448K and bringing the position to 5,699 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #153.

Mosaic Family Wealth Partners first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mosaic Family Wealth Partners held 5,699 shares of Union Pacific worth $1.55M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,706 Union Pacific shares in Q2 2026, an estimated $448K.
  • Union Pacific made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Mosaic Family Wealth Partners first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.