Partners in Financial Planning’s Union Pacific UNP Stock Holding History

Partners in Financial 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 Q1	$291K	Hold	1,200	–	–	0.05%	103
2025 Q4	$278K	Hold	1,200	–	–	0.05%	100
2025 Q3	$284K	Hold	1,200	–	–	0.05%	96
2025 Q2	$276K	Hold	1,200	–	–	0.05%	93
2025 Q1	$283K	Hold	1,200	–	–	0.06%	88
2024 Q4	$274K	Hold	1,200	–	–	0.06%	89
2024 Q3	$296K	Hold	1,200	–	–	0.06%	87
2024 Q2	$272K	Hold	1,200	–	–	0.06%	89
2024 Q1	$295K	Hold	1,200	–	–	0.07%	87
2023 Q4	$295K	Hold	1,200	–	–	0.07%	82
2023 Q3	$244K	Hold	1,200	–	–	0.06%	87
2023 Q2	$246K	Hold	1,200	–	–	0.06%	85
2023 Q1	$242K	Sell	1,200 -100	-8%	-$20.3K	0.06%	85
2022 Q4	$270K	Hold	1,300	–	–	0.07%	79
2022 Q3	$274K	Hold	1,300	–	–	0.08%	78
2022 Q2	$301K	Hold	1,300	–	–	0.1%	79
2022 Q1	$305K	Hold	1,300	–	–	0.1%	70
2021 Q4	$310K	Hold	1,300	–	–	0.1%	72
2021 Q3	$255K	Hold	1,300	–	–	0.08%	82
2021 Q2	$286K	Buy	+1,300	New	+$289K	0.09%	73

Other funds holding UNP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Partners in Financial Planning's UNP Position: Q1 2026 in Review

Partners in Financial Planning held its Union Pacific (UNP) position steady in Q1 2026 at 1,200 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #103.

Partners in Financial Planning first reported a position in UNP in Q2 2021 and has held it in 20 quarters since. The position peaked at $310K in Q4 2021. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Partners in Financial Planning held 1,200 shares of Union Pacific worth $291K as of Q1 2026.
Partners in Financial Planning left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #103 holding.
Partners in Financial Planning first reported a position in Union Pacific in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's Union Pacific position peaked at $310K in Q4 2021.
2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.