Pacific Sun Financial’s Union Pacific UNP Stock Holding History

Pacific Sun 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 Q2	$283K	Sell	1,040 -20	-2%	-$5.25K	0.12%	177
2026 Q1	$257K	Hold	1,060	–	–	0.12%	177
2025 Q4	$245K	Hold	1,060	–	–	0.12%	176
2025 Q3	$251K	Hold	1,060	–	–	0.12%	172
2025 Q2	$244K	Hold	1,060	–	–	0.13%	170
2025 Q1	$250K	Hold	1,060	–	–	0.14%	160
2024 Q4	$242K	Hold	1,060	–	–	0.13%	159
2024 Q3	$261K	Hold	1,060	–	–	0.14%	157
2024 Q2	$240K	Hold	1,060	–	–	0.14%	157
2024 Q1	$261K	Hold	1,060	–	–	0.15%	154
2023 Q4	$260K	Hold	1,060	–	–	0.16%	145
2023 Q3	$216K	Hold	1,060	–	–	0.15%	154
2023 Q2	$213K	Buy	+1,060	New	+$211K	0.14%	165
2022 Q4	$219K	Sell	1,060 -60	-5%	-$12.3K	0.15%	159
2022 Q3	$218K	Sell	1,120 -80	-7%	-$17.7K	0.15%	160
2022 Q2	$256K	Hold	1,200	–	–	0.17%	152
2022 Q1	$328K	Sell	1,200 -30	-2%	-$7.58K	0.18%	140
2021 Q4	$310K	Sell	1,230 -80	-6%	-$18.9K	0.17%	146
2021 Q3	$257K	Buy	+1,310	New	+$283K	0.15%	156
2020 Q3	$278K	Hold	1,410	–	–	0.23%	119
2020 Q2	$238K	Sell	1,410 -50	-3%	-$8.01K	0.21%	124
2020 Q1	$206K	Hold	1,460	–	–	0.24%	121
2019 Q4	$264K	Hold	1,460	–	–	0.23%	118
2019 Q3	$236K	Hold	1,460	–	–	0.22%	118
2019 Q2	$247K	Buy	+1,460	New	+$250K	0.24%	114
2018 Q2	$249K	Sell	1,660 -100	-6%	-$13.9K	0.26%	105
2018 Q1	$237K	Buy	+1,760	New	+$237K	0.31%	98

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

Pacific Sun Financial's UNP Position: Q2 2026 in Review

Pacific Sun Financial reduced its Union Pacific (UNP) stake by 1.9% in Q2 2026, selling an estimated $5.25K and leaving 1,040 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #177.

Pacific Sun Financial first reported a position in UNP in Q1 2018 and has held it in 27 quarters since. The position peaked at $328K in Q1 2022. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Pacific Sun Financial held 1,040 shares of Union Pacific worth $283K as of Q2 2026.
Pacific Sun Financial sold 20 Union Pacific shares in Q2 2026, an estimated $5.25K.
Union Pacific made up 0.12% of Pacific Sun Financial's portfolio in Q2 2026, its #177 holding.
Pacific Sun Financial first reported a position in Union Pacific in Q1 2018 and has held it in 27 quarters since.
Pacific Sun Financial's Union Pacific position peaked at $328K in Q1 2022.
2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.