Mowery & Schoenfeld Wealth Management’s Union Pacific UNP Stock Holding History

Mowery & Schoenfeld 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 Q1	$97K	Sell	400 -3	-0.7%	-$735	0.15%	90
2025 Q4	$93.2K	Buy	403 +3	+0.8%	+$685	0.14%	96
2025 Q3	$94.5K	Sell	400 -36	-8%	-$8.11K	0.16%	87
2025 Q2	$100K	Sell	436 -18	-4%	-$4K	0.15%	79
2025 Q1	$107K	Buy	454 +18	+4%	+$4.33K	0.21%	79
2024 Q4	$99.4K	Buy	436 +290	+199%	+$68.7K	0.19%	70
2024 Q3	$36K	Hold	146	–	–	0.06%	120
2024 Q2	$33K	Buy	146 +119	+441%	+$27.9K	0.05%	121
2024 Q1	$6.64K	Sell	27 -5	-16%	-$1.23K	0.01%	119
2023 Q4	$7.86K	Buy	+32	New	+$7.04K	0.02%	117

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

Mowery & Schoenfeld Wealth Management's UNP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Union Pacific (UNP) stake by 0.74% in Q1 2026, selling an estimated $735 and leaving 400 shares worth $97K. The position accounts for 0.15% of the portfolio, ranked #90.

Mowery & Schoenfeld Wealth Management first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $107K in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 400 shares of Union Pacific worth $97K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 3 Union Pacific shares in Q1 2026, an estimated $735.
Union Pacific made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #90 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Union Pacific position peaked at $107K in Q1 2025.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.