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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
Q2 		$6.19M Sell
22,763
-696
-3% -$183K 3.96% 3
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
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 Financial Group's UNP Position: Q2 2026 in Review

Mosaic Financial Group reduced its Union Pacific (UNP) stake by 3% in Q2 2026, selling an estimated $183K and leaving 22,763 shares worth $6.19M. The position accounts for 3.96% of the portfolio, ranked #3.

Mosaic Financial Group first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mosaic Financial Group held 22,763 shares of Union Pacific worth $6.19M as of Q2 2026.
  • Mosaic Financial Group sold 696 Union Pacific shares in Q2 2026, an estimated $183K.
  • Union Pacific made up 3.96% of Mosaic Financial Group's portfolio in Q2 2026, its #3 holding.
  • Mosaic Financial Group first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.