Oxler Private Wealth’s Union Pacific UNP Stock Holding History

Oxler Private Wealth’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	$1.3M	Buy	4,770 +22	+0.5%	+$5.78K	0.37%	35
2026 Q1	$1.15M	Buy	4,748 +25	+0.5%	+$6.12K	0.36%	37
2025 Q4	$1.09M	Buy	4,723 +26	+0.6%	+$5.93K	0.32%	40
2025 Q3	$1.11M	Buy	4,697 +7	+0.1%	+$1.58K	0.32%	38
2025 Q2	$1.08M	Buy	4,690 +25	+0.5%	+$5.55K	0.34%	40
2025 Q1	$1.1M	Sell	4,665 -101	-2%	-$24.3K	0.39%	41
2024 Q4	$1.09M	Sell	4,766 -79	-2%	-$18.7K	0.36%	43
2024 Q3	$1.19M	Buy	4,845 +23	+0.5%	+$5.58K	0.42%	39
2024 Q2	$1.09M	Buy	4,822 +25	+0.5%	+$5.86K	0.4%	40
2024 Q1	$1.18M	Buy	+4,797	New	+$1.18M	0.46%	40
2023 Q4	–	Sell	-4,750	Closed	-$968K	–	92
2023 Q3	$968K	Buy	4,750 +25	+0.5%	+$5.45K	0.49%	45
2023 Q2	$967K	Sell	4,725 -122	-3%	-$24.3K	0.46%	46
2023 Q1	$976K	Buy	4,847 +31	+0.6%	+$6.28K	0.48%	48
2022 Q4	$997K	Buy	4,816 +30	+0.6%	+$6.15K	0.54%	49
2022 Q3	$933K	Buy	4,786 +29	+0.6%	+$6.42K	0.52%	48
2022 Q2	$1.01M	Buy	4,757 +28	+0.6%	+$6.37K	0.49%	51
2022 Q1	$1.29M	Buy	4,729 +20	+0.4%	+$5.05K	0.58%	50
2021 Q4	$1.19M	Sell	4,709 -79	-2%	-$18.7K	0.49%	56
2021 Q3	$938K	Hold	4,788	–	–	0.41%	67
2021 Q2	$1.05M	Sell	4,788 -50	-1%	-$11.1K	0.46%	61
2021 Q1	$1.07M	Buy	4,838 +148	+3%	+$31.1K	0.54%	53
2020 Q4	$974K	Buy	+4,690	New	+$937K	0.55%	38

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

Oxler Private Wealth's UNP Position: Q2 2026 in Review

Oxler Private Wealth increased its Union Pacific (UNP) stake by 0.46% in Q2 2026, buying an estimated $5.78K and bringing the position to 4,770 shares worth $1.3M. The position accounts for 0.37% of the portfolio, ranked #35.

Oxler Private Wealth first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Oxler Private Wealth held 4,770 shares of Union Pacific worth $1.3M as of Q2 2026.
Oxler Private Wealth bought 22 Union Pacific shares in Q2 2026, an estimated $5.78K.
Union Pacific made up 0.37% of Oxler Private Wealth's portfolio in Q2 2026, its #35 holding.
Oxler Private Wealth first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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