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 Q2	$109K	Hold	400	–	–	0.15%	90
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's UNP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 400 shares worth $109K. 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 11 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 400 shares of Union Pacific worth $109K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #90 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.