PWPS
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Pinnacle Wealth Planning Services’s Union Pacific UNP Stock Holding History

Pinnacle Wealth Planning Services’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 		$434K Sell
1,595
-72
-4% -$18.9K 0.04% 255
2026
Q1 		$404K Sell
1,667
-25
-1% -$6.12K 0.04% 256
2025
Q4 		$391K Buy
1,692
+35
+2% +$7.99K 0.04% 258
2025
Q3 		$392K Sell
1,657
-586
-26% -$132K 0.05% 263
2025
Q2 		$516K Sell
2,243
-158
-7% -$35.1K 0.07% 192
2025
Q1 		$567K Buy
2,401
+295
+14% +$71K 0.09% 144
2024
Q4 		$480K Sell
2,106
-861
-29% -$204K 0.07% 164
2024
Q3 		$731K Buy
2,967
+70
+2% +$17K 0.1% 127
2024
Q2 		$655K Sell
2,897
-28
-1% -$6.56K 0.09% 134
2024
Q1 		$719K Buy
2,925
+195
+7% +$48K 0.11% 126
2023
Q4 		$671K Sell
2,730
-142
-5% -$31.2K 0.11% 127
2023
Q3 		$585K Buy
2,872
+617
+27% +$134K 0.1% 134
2023
Q2 		$461K Buy
2,255
+186
+9% +$37K 0.07% 180
2023
Q1 		$416K Sell
2,069
-405
-16% -$82.1K 0.07% 201
2022
Q4 		$512K Sell
2,474
-568
-19% -$117K 0.09% 160
2022
Q3 		$593K Buy
3,042
+736
+32% +$163K 0.11% 120
2022
Q2 		$492K Sell
2,306
-890
-28% -$203K 0.09% 158
2022
Q1 		$873K Buy
3,196
+657
+26% +$166K 0.16% 103
2021
Q4 		$640K Buy
2,539
+14
+0.6% +$3.32K 0.13% 125
2021
Q3 		$495K Buy
2,525
+152
+6% +$32.8K 0.11% 140
2021
Q2 		$522K Buy
2,373
+12
+0.5% +$2.67K 0.12% 131
2021
Q1 		$520K Buy
2,361
+274
+13% +$57.5K 0.13% 124
2020
Q4 		$435K Buy
2,087
+82
+4% +$16.4K 0.1% 127
2020
Q3 		$395K Sell
2,005
-13
-0.6% -$2.42K 0.13% 121
2020
Q2 		$342K Sell
2,018
-951
-32% -$152K 0.11% 144
2020
Q1 		$417K Buy
2,969
+1,056
+55% +$175K 0.2% 100
2019
Q4 		$345K Buy
1,913
+487
+34% +$83.4K 0.16% 133
2019
Q3 		$230K Buy
+1,426
New +$240K 0.13% 162

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

Pinnacle Wealth Planning Services's UNP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Union Pacific (UNP) stake by 4.3% in Q2 2026, selling an estimated $18.9K and leaving 1,595 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #255.

Pinnacle Wealth Planning Services first reported a position in UNP in Q3 2019 and has held it in 28 quarters since. The position peaked at $873K in Q1 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of Union Pacific worth $434K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 72 Union Pacific shares in Q2 2026, an estimated $18.9K.
  • Union Pacific made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #255 holding.
  • Pinnacle Wealth Planning Services first reported a position in Union Pacific in Q3 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's Union Pacific position peaked at $873K in Q1 2022.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.