Personal CFO Solutions’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$708K Buy
2,919
+82
+3% +$20.1K 0.1% 183
2025
Q4
$656K Buy
2,837
+298
+12% +$68K 0.1% 187
2025
Q3
$600K Buy
2,539
+180
+8% +$40.6K 0.11% 195
2025
Q2
$543K Buy
2,359
+153
+7% +$34K 0.1% 203
2025
Q1
$521K Buy
2,206
+131
+6% +$31.5K 0.11% 208
2024
Q4
$473K Sell
2,075
-73
-3% -$17.3K 0.09% 215
2024
Q3
$529K Buy
2,148
+256
+14% +$62.1K 0.07% 251
2024
Q2
$428K Sell
1,892
-126
-6% -$29.5K 0.07% 287
2024
Q1
$496K Buy
2,018
+391
+24% +$96.2K 0.08% 251
2023
Q4
$400K Buy
1,627
+220
+16% +$48.4K 0.07% 290
2023
Q3
$287K Buy
1,407
+397
+39% +$86.5K 0.06% 335
2023
Q2
$207K Buy
+1,010
New +$201K 0.04% 436
2023
Q1
Sell
-1,341
Closed -$278K 505
2022
Q4
$278K Buy
1,341
+13
+1% +$2.67K 0.06% 324
2022
Q3
$259K Sell
1,328
-194
-13% -$42.9K 0.07% 284
2022
Q2
$325K Buy
1,522
+181
+13% +$41.2K 0.08% 244
2022
Q1
$366K Buy
1,341
+189
+16% +$47.7K 0.07% 271
2021
Q4
$290K Buy
1,152
+131
+13% +$31K 0.05% 333
2021
Q3
$200K Sell
1,021
-332
-25% -$71.7K 0.04% 420
2021
Q2
$297K Buy
1,353
+27
+2% +$6.01K 0.06% 289
2021
Q1
$292K Sell
1,326
-82
-6% -$17.2K 0.06% 266
2020
Q4
$293K Sell
1,408
-4
-0.3% -$799 0.07% 250
2020
Q3
$0 Buy
1,412
+79
+6% +$14.7K ﹤0.01% 317
2020
Q2
$225K Buy
+1,333
New +$214K 0.07% 263

Other funds holding UNP

Personal CFO Solutions's UNP Position: Q1 2026 in Review

Personal CFO Solutions increased its Union Pacific (UNP) stake by 2.9% in Q1 2026, buying an estimated $20.1K and bringing the position to 2,919 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #183.

Personal CFO Solutions first reported a position in UNP in Q2 2020 and has held it in 23 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Personal CFO Solutions held 2,919 shares of Union Pacific worth $708K as of Q1 2026.
  • Personal CFO Solutions bought 82 Union Pacific shares in Q1 2026, an estimated $20.1K.
  • Union Pacific made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #183 holding.
  • Personal CFO Solutions first reported a position in Union Pacific in Q2 2020 and has held it in 23 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.