Next Level Wealth Planning
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Next Level Wealth Planning’s Union Pacific UNP Stock Holding History

Next Level Wealth Planning’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
Q3 		$54.4K Buy
+200
New +$58.2K 0.02% 165

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's UNP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Union Pacific (UNP) in Q3 2026: 200 shares worth $54.4K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings.

1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Next Level Wealth Planning held 200 shares of Union Pacific worth $54.4K as of Q3 2026.
  • Union Pacific was a new Next Level Wealth Planning position in Q3 2026.
  • Union Pacific made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #165 holding.
  • 1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.