Ritter Daniher Financial Advisory’s Union Pacific UNP Stock Holding History

Ritter Daniher Financial Advisory’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	$172K	Buy	633 +3	+0.5%	+$788	0.03%	176
2026 Q1	$153K	Buy	630 +4	+0.6%	+$979	0.03%	180
2025 Q4	$145K	Buy	626 +553	+758%	+$126K	0.02%	188
2025 Q3	$17.3K	Hold	73	–	–	﹤0.01%	287
2025 Q2	$16.8K	Sell	73 -8	-10%	-$1.78K	﹤0.01%	239
2025 Q1	$19.1K	Hold	81	–	–	0.01%	220
2024 Q4	$18.5K	Hold	81	–	–	0.01%	215
2024 Q3	$20K	Hold	81	–	–	0.01%	206
2024 Q2	$18.3K	Sell	81 -9	-10%	-$2.11K	0.01%	202
2024 Q1	$22.1K	Hold	90	–	–	0.01%	194
2023 Q4	$22.1K	Hold	90	–	–	0.01%	195
2023 Q3	$18.3K	Hold	90	–	–	0.01%	195
2023 Q2	$18.4K	Hold	90	–	–	0.01%	185
2023 Q1	$18.1K	Hold	90	–	–	0.01%	184
2022 Q4	$18.6K	Hold	90	–	–	0.01%	188
2022 Q3	$18K	Hold	90	–	–	0.01%	157
2022 Q2	$19K	Hold	90	–	–	0.01%	145
2022 Q1	$25K	Hold	90	–	–	0.02%	136
2021 Q4	$23K	Buy	+90	New	+$21.3K	0.02%	134

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ritter Daniher Financial Advisory's UNP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Union Pacific (UNP) stake by 0.48% in Q2 2026, buying an estimated $788 and bringing the position to 633 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #176.

Ritter Daniher Financial Advisory first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Ritter Daniher Financial Advisory held 633 shares of Union Pacific worth $172K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 Union Pacific shares in Q2 2026, an estimated $788.
Union Pacific made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #176 holding.
Ritter Daniher Financial Advisory first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.