Okabena Investment Services’s Union Pacific UNP Stock Holding History

Okabena Investment Services’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	$453K	Hold	1,665	–	–	0.08%	117
2026 Q1	$404K	Sell	1,665 -30	-2%	-$7.35K	0.08%	127
2025 Q4	$392K	Sell	1,695 -34	-2%	-$7.76K	0.07%	125
2025 Q3	$409K	Buy	1,729 +7	+0.4%	+$1.58K	0.08%	122
2025 Q2	$396K	Hold	1,722	–	–	0.09%	113
2025 Q1	$407K	Sell	1,722 -6	-0.3%	-$1.44K	0.1%	107
2024 Q4	$394K	Sell	1,728 -3,368	-66%	-$797K	0.11%	102
2024 Q3	$1.26M	Hold	5,096	–	–	0.35%	58
2024 Q2	$1.15M	Hold	5,096	–	–	0.37%	55
2024 Q1	$1.25M	Sell	5,096 -141	-3%	-$34.7K	0.42%	60
2023 Q4	$1.29M	Buy	+5,237	New	+$1.15M	0.5%	53
2023 Q2	–	Sell	-1,747	Closed	-$352K	–	240
2023 Q1	$352K	Buy	1,747 +1,728	+9,095%	+$350K	0.25%	62
2022 Q4	$5.28K	Sell	19 -5,113	-100%	-$1.05M	﹤0.01%	159
2022 Q3	$1M	Buy	5,132 +1,747	+52%	+$387K	0.48%	59
2022 Q2	$722K	Buy	3,385 +1,365	+68%	+$311K	0.37%	63
2022 Q1	$552K	Hold	2,020	–	–	0.23%	77
2021 Q4	$509K	Buy	2,020 +492	+32%	+$117K	0.19%	78
2021 Q3	$300K	Hold	1,528	–	–	0.16%	76
2021 Q2	$336K	Buy	+1,528	New	+$340K	0.16%	71

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Okabena Investment Services's UNP Position: Q2 2026 in Review

Okabena Investment Services held its Union Pacific (UNP) position steady in Q2 2026 at 1,665 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #117.

Okabena Investment Services first reported a position in UNP in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2023. 2,279 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Okabena Investment Services held 1,665 shares of Union Pacific worth $453K as of Q2 2026.
Okabena Investment Services left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.08% of Okabena Investment Services's portfolio in Q2 2026, its #117 holding.
Okabena Investment Services first reported a position in Union Pacific in Q2 2021 and has held it in 19 quarters since.
Okabena Investment Services's Union Pacific position peaked at $1.29M in Q4 2023.
2,279 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.