Oath Planning’s Union Pacific UNP Stock Holding History

Oath 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	$628K	Buy	+2,306	New	+$671K	0.41%	31

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oath Planning's UNP Position: Q3 2026 in Review

Oath Planning opened a new position in Union Pacific (UNP) in Q3 2026: 2,306 shares worth $628K. The stake represents 0.41% of the portfolio and ranks #31 among its holdings.

793 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Oath Planning held 2,306 shares of Union Pacific worth $628K as of Q3 2026.
Union Pacific was a new Oath Planning position in Q3 2026.
Union Pacific made up 0.41% of Oath Planning's portfolio in Q3 2026, its #31 holding.
793 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Oath Planning's 13F filing for Q3 2026, filed 20 Oct 2026.