Mosaic Financial Group’s Union Pacific UNP Stock Holding History

Mosaic Financial Group’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 Q1	$5.69M	Sell	23,459 -274	-1%	-$67.1K	4.04%	4
2025 Q4	$5.49M	Buy	23,733 +2	+0%	+$457	3.75%	4
2025 Q3	$5.61M	Buy	23,731 +20	+0.1%	+$4.51K	3.99%	4
2025 Q2	$5.46M	Sell	23,711 -251	-1%	-$55.7K	4.17%	4
2025 Q1	$5.66M	Sell	23,962 -971	-4%	-$234K	4.6%	4
2024 Q4	$5.69M	Hold	24,933	–	–	4.08%	5
2024 Q3	$6.14M	Sell	24,933 -316	-1%	-$76.6K	4.36%	4
2024 Q2	$5.71M	Buy	25,249 +971	+4%	+$228K	4.1%	5
2024 Q1	$5.97M	Buy	+24,278	New	+$5.97M	4.78%	4

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mosaic Financial Group's UNP Position: Q1 2026 in Review

Mosaic Financial Group reduced its Union Pacific (UNP) stake by 1.2% in Q1 2026, selling an estimated $67.1K and leaving 23,459 shares worth $5.69M. The position accounts for 4.04% of the portfolio, ranked #4.

Mosaic Financial Group first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.14M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Mosaic Financial Group held 23,459 shares of Union Pacific worth $5.69M as of Q1 2026.
Mosaic Financial Group sold 274 Union Pacific shares in Q1 2026, an estimated $67.1K.
Union Pacific made up 4.04% of Mosaic Financial Group's portfolio in Q1 2026, its #4 holding.
Mosaic Financial Group first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Union Pacific position peaked at $6.14M in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.