PP
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PDS Planning’s Union Pacific UNP Stock Holding History

PDS 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 		$1.32M Buy
5,430
+191
+4% +$46.8K 0.09% 110
2025
Q4 		$1.21M Sell
5,239
-540
-9% -$123K 0.08% 117
2025
Q3 		$1.37M Sell
5,779
-118
-2% -$26.6K 0.09% 100
2025
Q2 		$1.36M Buy
5,897
+1,594
+37% +$354K 0.1% 90
2025
Q1 		$1.02M Buy
4,303
+875
+26% +$211K 0.09% 103
2024
Q4 		$782K Buy
3,428
+13
+0.4% +$3.08K 0.07% 121
2024
Q3 		$842K Buy
3,415
+94
+3% +$22.8K 0.08% 119
2024
Q2 		$751K Sell
3,321
-42
-1% -$9.84K 0.08% 113
2024
Q1 		$827K Buy
3,363
+118
+4% +$29K 0.09% 100
2023
Q4 		$797K Buy
3,245
+118
+4% +$25.9K 0.09% 89
2023
Q3 		$637K Buy
3,127
+6
+0.2% +$1.31K 0.08% 105
2023
Q2 		$639K Buy
3,121
+295
+10% +$58.6K 0.08% 108
2023
Q1 		$569K Buy
2,826
+712
+34% +$144K 0.08% 109
2022
Q4 		$438K Sell
2,114
-74
-3% -$15.2K 0.07% 108
2022
Q3 		$426K Sell
2,188
-406
-16% -$89.8K 0.08% 94
2022
Q2 		$553K Buy
2,594
+121
+5% +$27.5K 0.1% 87
2022
Q1 		$676K Buy
2,473
+344
+16% +$86.9K 0.12% 80
2021
Q4 		$536K Buy
2,129
+98
+5% +$23.2K 0.1% 88
2021
Q3 		$398K Buy
2,031
+143
+8% +$30.9K 0.09% 105
2021
Q2 		$415K Buy
1,888
+117
+7% +$26.1K 0.1% 97
2021
Q1 		$390K Buy
1,771
+330
+23% +$69.3K 0.11% 92
2020
Q4 		$300K Buy
1,441
+108
+8% +$21.6K 0.1% 110
2020
Q3 		$262K Buy
1,333
+134
+11% +$24.9K 0.11% 107
2020
Q2 		$203K Buy
+1,199
New +$192K 0.09% 121

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PDS Planning's UNP Position: Q1 2026 in Review

PDS Planning increased its Union Pacific (UNP) stake by 3.6% in Q1 2026, buying an estimated $46.8K and bringing the position to 5,430 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #110.

PDS Planning first reported a position in UNP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • PDS Planning held 5,430 shares of Union Pacific worth $1.32M as of Q1 2026.
  • PDS Planning bought 191 Union Pacific shares in Q1 2026, an estimated $46.8K.
  • Union Pacific made up 0.09% of PDS Planning's portfolio in Q1 2026, its #110 holding.
  • PDS Planning first reported a position in Union Pacific in Q2 2020 and has held it in 24 quarters since.
  • PDS Planning's Union Pacific position peaked at $1.37M in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.