PCS
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Personal CFO Solutions’s Union Pacific UNP Stock Holding History

Personal CFO Solutions’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 		$755K Sell
2,776
-143
-5% -$37.5K 0.11% 165
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Personal CFO Solutions's UNP Position: Q2 2026 in Review

Personal CFO Solutions reduced its Union Pacific (UNP) stake by 4.9% in Q2 2026, selling an estimated $37.5K and leaving 2,776 shares worth $755K. The position accounts for 0.11% of the portfolio, ranked #165.

Personal CFO Solutions first reported a position in UNP in Q2 2020 and has held it in 24 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Personal CFO Solutions held 2,776 shares of Union Pacific worth $755K as of Q2 2026.
  • Personal CFO Solutions sold 143 Union Pacific shares in Q2 2026, an estimated $37.5K.
  • Union Pacific made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #165 holding.
  • Personal CFO Solutions first reported a position in Union Pacific in Q2 2020 and has held it in 24 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.