PCI
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Planning Center Inc’s Union Pacific UNP Stock Holding History

Planning Center Inc’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 		$254K Buy
933
+5
+0.5% +$1.31K 0.02% 72
2026
Q1 		$225K Sell
928
-72
-7% -$17.6K 0.02% 71
2025
Q4 		$231K Buy
1,000
+4
+0.4% +$913 0.02% 71
2025
Q3 		$235K Buy
996
+4
+0.4% +$902 0.02% 69
2025
Q2 		$228K Sell
992
-988
-50% -$219K 0.03% 70
2025
Q1 		$468K Buy
1,980
+8
+0.4% +$1.93K 0.06% 45
2024
Q4 		$450K Buy
1,972
+8
+0.4% +$1.89K 0.06% 42
2024
Q3 		$484K Buy
1,964
+8
+0.4% +$1.94K 0.06% 42
2024
Q2 		$443K Buy
1,956
+14
+0.7% +$3.28K 0.06% 43
2024
Q1 		$477K Hold
1,942
– – 0.1% 35
2023
Q4 		$477K Buy
1,942
+15
+0.8% +$3.3K 0.11% 34
2023
Q3 		$392K Buy
1,927
+8
+0.4% +$1.74K 0.1% 38
2023
Q2 		$393K Sell
1,919
-90
-4% -$17.9K 0.1% 41
2023
Q1 		$398K Buy
2,009
+9
+0.5% +$1.82K 0.11% 37
2022
Q4 		$414K Buy
2,000
+8
+0.4% +$1.64K 0.13% 41
2022
Q3 		$384K Sell
1,992
-82
-4% -$18.1K 0.3% 25
2022
Q2 		$435K Buy
2,074
+413
+25% +$94K 0.34% 25
2022
Q1 		$454K Sell
1,661
-46
-3% -$11.6K 1.3% 16
2021
Q4 		$429K Buy
+1,707
New +$404K 0.34% 27

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Planning Center Inc's UNP Position: Q2 2026 in Review

Planning Center Inc increased its Union Pacific (UNP) stake by 0.54% in Q2 2026, buying an estimated $1.31K and bringing the position to 933 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #72.

Planning Center Inc first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $484K in Q3 2024. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Planning Center Inc held 933 shares of Union Pacific worth $254K as of Q2 2026.
  • Planning Center Inc bought 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
  • Union Pacific made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #72 holding.
  • Planning Center Inc first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Union Pacific position peaked at $484K in Q3 2024.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.