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Phillips Wealth Planners’s Union Pacific UNP Stock Holding History

Phillips Wealth Planners’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 		$903K Buy
3,190
+275
+9% +$72.2K 0.67% 43
2026
Q1 		$768K Buy
2,915
+456
+19% +$112K 0.58% 47
2025
Q4 		$564K Buy
2,459
+411
+20% +$93.8K 0.45% 67
2025
Q3 		$486K Buy
2,048
+244
+14% +$55K 0.4% 77
2025
Q2 		$427K Sell
1,804
-238
-12% -$52.8K 0.39% 84
2025
Q1 		$446K Buy
2,042
+346
+20% +$83.3K 0.47% 71
2024
Q4 		$382K Sell
1,696
-1
-0.1% -$237 0.38% 83
2024
Q3 		$421K Buy
1,697
+189
+13% +$45.8K 0.4% 84
2024
Q2 		$338K Sell
1,508
-406
-21% -$95.2K 0.36% 96
2024
Q1 		$443K Sell
1,914
-155
-7% -$38.1K 0.51% 66
2023
Q4 		$492K Buy
2,069
+315
+18% +$69.3K 0.59% 52
2023
Q3 		$369K Sell
1,754
-9
-0.5% -$1.96K 0.5% 76
2023
Q2 		$361K Sell
1,763
-31
-2% -$6.16K 0.47% 82
2023
Q1 		$356K Sell
1,794
-332
-16% -$67.3K 0.47% 80
2022
Q4 		$438K Buy
+2,126
New +$436K 0.76% 47

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

Phillips Wealth Planners's UNP Position: Q2 2026 in Review

Phillips Wealth Planners increased its Union Pacific (UNP) stake by 9.4% in Q2 2026, buying an estimated $72.2K and bringing the position to 3,190 shares worth $903K. The position accounts for 0.67% of the portfolio, ranked #43.

Phillips Wealth Planners first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Phillips Wealth Planners held 3,190 shares of Union Pacific worth $903K as of Q2 2026.
  • Phillips Wealth Planners bought 275 Union Pacific shares in Q2 2026, an estimated $72.2K.
  • Union Pacific made up 0.67% of Phillips Wealth Planners's portfolio in Q2 2026, its #43 holding.
  • Phillips Wealth Planners first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.