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Plan A Wealth’s Union Pacific UNP Stock Holding History

Plan A Wealth’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 		$324K Hold
1,193
– – 0.14% 118
2026
Q1 		$289K Hold
1,193
– – 0.14% 124
2025
Q4 		$276K Hold
1,193
– – 0.14% 128
2025
Q3 		$282K Hold
1,193
– – 0.14% 120
2025
Q2 		$274K Hold
1,193
– – 0.16% 116
2025
Q1 		$282K Hold
1,193
– – 0.22% 74
2024
Q4 		$272K Buy
+1,193
New +$282K 0.25% 68

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

Plan A Wealth's UNP Position: Q2 2026 in Review

Plan A Wealth held its Union Pacific (UNP) position steady in Q2 2026 at 1,193 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #118.

Plan A Wealth first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Plan A Wealth held 1,193 shares of Union Pacific worth $324K as of Q2 2026.
  • Plan A Wealth left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #118 holding.
  • Plan A Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.