Refined Wealth Management
UNP icon

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
Q3 		$679K Buy
2,496
+12
+0.5% +$3.49K 0.38% 28
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Refined Wealth Management's UNP Position: Q3 2026 in Review

Refined Wealth Management increased its Union Pacific (UNP) stake by 0.48% in Q3 2026, buying an estimated $3.49K and bringing the position to 2,496 shares worth $679K. The position accounts for 0.38% of the portfolio, ranked #28.

Refined Wealth Management first reported a position in UNP in Q2 2021 and has held it in 22 quarters since. 1,548 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Refined Wealth Management held 2,496 shares of Union Pacific worth $679K as of Q3 2026.
  • Refined Wealth Management bought 12 Union Pacific shares in Q3 2026, an estimated $3.49K.
  • Union Pacific made up 0.38% of Refined Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Refined Wealth Management first reported a position in Union Pacific in Q2 2021 and has held it in 22 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.