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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
Q3 		$523K Buy
1,921
+728
+61% +$212K 0.19% 80
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Plan A Wealth's UNP Position: Q3 2026 in Review

Plan A Wealth increased its Union Pacific (UNP) stake by 61% in Q3 2026, buying an estimated $212K and bringing the position to 1,921 shares worth $523K. The position accounts for 0.19% of the portfolio, ranked #80.

Plan A Wealth first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Plan A Wealth held 1,921 shares of Union Pacific worth $523K as of Q3 2026.
  • Plan A Wealth bought 728 Union Pacific shares in Q3 2026, an estimated $212K.
  • Union Pacific made up 0.19% of Plan A Wealth's portfolio in Q3 2026, its #80 holding.
  • Plan A Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.