Oakwell Private Wealth Management’s Union Pacific UNP Stock Holding History

Oakwell Private 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	$371K	Sell	1,365 -19	-1%	-$4.99K	0.06%	65
2026 Q1	$336K	Buy	1,384 +37	+3%	+$9.06K	0.06%	66
2025 Q4	$312K	Sell	1,347 -14	-1%	-$3.2K	0.06%	64
2025 Q3	$322K	Sell	1,361 -29	-2%	-$6.54K	0.06%	66
2025 Q2	$320K	Sell	1,390 -104	-7%	-$23.1K	0.07%	62
2025 Q1	$353K	Buy	+1,494	New	+$360K	0.1%	56

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 $3.37T AUM 44.26% 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

Oakwell Private Wealth Management's UNP Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Union Pacific (UNP) stake by 1.4% in Q2 2026, selling an estimated $4.99K and leaving 1,365 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #65.

Oakwell Private Wealth Management first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Oakwell Private Wealth Management held 1,365 shares of Union Pacific worth $371K as of Q2 2026.
Oakwell Private Wealth Management sold 19 Union Pacific shares in Q2 2026, an estimated $4.99K.
Union Pacific made up 0.06% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #65 holding.
Oakwell Private Wealth Management first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.