Refined Wealth Management’s Union Pacific UNP Stock Holding History

Refined Wealth Management’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	$676K	Buy	2,484 +12	+0.5%	+$3.15K	0.41%	29
2026 Q1	$600K	Buy	2,472 +13	+0.5%	+$3.18K	0.38%	29
2025 Q4	$569K	Buy	2,459 +19	+0.8%	+$4.34K	0.38%	26
2025 Q3	$577K	Buy	2,440 +28	+1%	+$6.31K	0.37%	23
2025 Q2	$555K	Buy	2,412 +23	+1%	+$5.11K	0.38%	22
2025 Q1	$564K	Buy	2,389 +13	+0.5%	+$3.13K	0.46%	21
2024 Q4	$542K	Buy	2,376 +13	+0.6%	+$3.08K	0.41%	21
2024 Q3	$582K	Buy	2,363 +12	+0.5%	+$2.91K	0.45%	21
2024 Q2	$532K	Buy	2,351 +25	+1%	+$5.86K	0.41%	21
2024 Q1	$572K	Hold	2,326	–	–	0.4%	23
2023 Q4	$571K	Buy	2,326 +12	+0.5%	+$2.64K	0.45%	21
2023 Q3	$471K	Hold	2,314	–	–	0.42%	21
2023 Q2	$473K	Buy	2,314 +14	+0.6%	+$2.78K	0.39%	21
2023 Q1	$463K	Buy	2,300 +15	+0.7%	+$3.04K	0.41%	20
2022 Q4	$473K	Buy	2,285 +13	+0.6%	+$2.67K	0.41%	21
2022 Q3	$443K	Buy	2,272 +15	+0.7%	+$3.32K	0.4%	20
2022 Q2	$481K	Buy	2,257 +13	+0.6%	+$2.96K	0.43%	20
2022 Q1	$613K	Buy	2,244 +84	+4%	+$21.2K	0.52%	19
2021 Q4	$544K	Buy	2,160 +10	+0.5%	+$2.37K	0.42%	19
2021 Q3	$421K	Buy	2,150 +12	+0.6%	+$2.59K	0.34%	20
2021 Q2	$470K	Buy	+2,138	New	+$476K	0.39%	19

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Refined Wealth Management's UNP Position: Q2 2026 in Review

Refined Wealth Management increased its Union Pacific (UNP) stake by 0.49% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,484 shares worth $676K. The position accounts for 0.41% of the portfolio, ranked #29.

Refined Wealth Management first reported a position in UNP in Q2 2021 and has held it in 21 quarters since. 952 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Refined Wealth Management held 2,484 shares of Union Pacific worth $676K as of Q2 2026.
Refined Wealth Management bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
Union Pacific made up 0.41% of Refined Wealth Management's portfolio in Q2 2026, its #29 holding.
Refined Wealth Management first reported a position in Union Pacific in Q2 2021 and has held it in 21 quarters since.
952 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.