Optimize Financial’s Union Pacific UNP Stock Holding History

Optimize Financial’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 Q1	–	Sell	-1,454	Closed	-$336K	–	460
2025 Q4	$336K	Buy	1,454 +20	+1%	+$4.57K	0.17%	243
2025 Q3	$339K	Buy	+1,434	New	+$323K	0.18%	239

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Optimize Financial's UNP Position: Q1 2026 in Review

Optimize Financial sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 1,454 shares — an estimated $336K sold.

Optimize Financial first reported a position in UNP in Q3 2025 and held it in 2 quarters. The position peaked at $339K in Q3 2025. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Optimize Financial reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,454 Union Pacific shares in Q1 2026, an estimated $336K.
Optimize Financial first reported a position in Union Pacific in Q3 2025 and held it in 2 quarters.
Optimize Financial's Union Pacific position peaked at $339K in Q3 2025.
2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.