New England Professional Planning Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Sell |
4,047
-69
| -2% | -$18.1K | 0.41% | 9 |
|
|
2026
Q1 | $999K | Hold |
4,116
| – | – | 0.42% | 11 |
|
|
2025
Q4 | $952K | Hold |
4,116
| – | – | 0.4% | 11 |
|
|
2025
Q3 | $973K | Sell |
4,116
-205
| -5% | -$46.2K | 0.45% | 10 |
|
|
2025
Q2 | $994K | Sell |
4,321
-44
| -1% | -$9.77K | 0.45% | 10 |
|
|
2025
Q1 | $1.03M | Hold |
4,365
| – | – | 0.51% | 9 |
|
|
2024
Q4 | $995K | Hold |
4,365
| – | – | 0.5% | 9 |
|
|
2024
Q3 | $1.08M | Hold |
4,365
| – | – | 0.53% | 10 |
|
|
2024
Q2 | $988K | Sell |
4,365
-2
| -0% | -$469 | 0.52% | 9 |
|
|
2024
Q1 | $1.07M | Buy |
4,367
+2,001
| +85% | +$492K | 0.56% | 9 |
|
|
2023
Q4 | $581K | Buy |
2,366
+1
| +0% | +$220 | 0.33% | 15 |
|
|
2023
Q3 | $482K | Hold |
2,365
| – | – | 0.3% | 17 |
|
|
2023
Q2 | $484K | Hold |
2,365
| – | – | 0.28% | 17 |
|
|
2023
Q1 | $470K | Hold |
2,365
| – | – | 0.28% | 16 |
|
|
2022
Q4 | $490K | Sell |
2,365
-48
| -2% | -$9.85K | 0.28% | 16 |
|
|
2022
Q3 | $470K | Sell |
2,413
-142
| -6% | -$31.4K | 0.33% | 16 |
|
|
2022
Q2 | $544K | Hold |
2,555
| – | – | 0.38% | 12 |
|
|
2022
Q1 | $664K | Sell |
2,555
-102
| -4% | -$25.8K | 0.4% | 11 |
|
|
2021
Q4 | $658K | Buy |
2,657
+75
| +3% | +$17.8K | 0.4% | 10 |
|
|
2021
Q3 | $623K | Hold |
2,582
| – | – | 0.37% | 12 |
|
|
2021
Q2 | $586K | Sell |
2,582
-103
| -4% | -$22.9K | 0.35% | 14 |
|
|
2021
Q1 | $611K | Buy |
2,685
+109
| +4% | +$22.9K | 0.37% | 14 |
|
|
2020
Q4 | $536K | Sell |
2,576
-29
| -1% | -$5.79K | 0.38% | 14 |
|
|
2020
Q3 | $496K | Sell |
2,605
-289
| -10% | -$53.7K | 0.39% | 11 |
|
|
2020
Q2 | $541K | Sell |
2,894
-238
| -8% | -$38.1K | 0.42% | 15 |
|
|
2020
Q1 | $485K | Sell |
3,132
-174
| -5% | -$28.8K | 0.45% | 16 |
|
|
2019
Q4 | $598K | Buy |
+3,306
| New | +$566K | 0.47% | 17 |
|
|
2018
Q3 | $589K | Buy |
3,612
+202
| +6% | +$30.4K | 0.68% | 13 |
|
|
2018
Q2 | $484K | Sell |
3,410
-184
| -5% | -$25.6K | 0.62% | 16 |
|
|
2018
Q1 | $480K | Sell |
3,594
-2
| -0.1% | -$269 | 0.64% | 18 |
|
|
2017
Q4 | $489K | Buy |
+3,596
| New | +$434K | 0.6% | 19 |
|
|
2016
Q2 | $369K | Hold |
3,965
| – | – | 0.41% | 27 |
|
|
2016
Q1 | $313K | Sell |
3,965
-318
| -7% | -$24.6K | 0.31% | 26 |
|
|
2015
Q4 | $335K | Buy |
4,283
+366
| +9% | +$31.4K | 0.37% | 28 |
|
|
2015
Q3 | $337K | Sell |
3,917
-124
| -3% | -$11.3K | 0.38% | 28 |
|
|
2015
Q2 | $386K | Sell |
4,041
-200
| -5% | -$20.9K | 0.51% | 24 |
|
|
2015
Q1 | $459K | Sell |
4,241
-278
| -6% | -$32.6K | 0.62% | 17 |
|
|
2014
Q4 | $542K | Buy |
+4,519
| New | +$519K | 0.8% | 15 |
|
Other funds holding UNP
COPPSERS
New England Professional Planning Group's UNP Position: Q2 2026 in Review
New England Professional Planning Group reduced its Union Pacific (UNP) stake by 1.7% in Q2 2026, selling an estimated $18.1K and leaving 4,047 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #9.
New England Professional Planning Group first reported a position in UNP in Q4 2014 and has held it in 38 quarters since. 1,601 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- New England Professional Planning Group held 4,047 shares of Union Pacific worth $1.1M as of Q2 2026.
- New England Professional Planning Group sold 69 Union Pacific shares in Q2 2026, an estimated $18.1K.
- Union Pacific made up 0.41% of New England Professional Planning Group's portfolio in Q2 2026, its #9 holding.
- New England Professional Planning Group first reported a position in Union Pacific in Q4 2014 and has held it in 38 quarters since.
- 1,601 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.