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RMR Wealth Builders’s Union Pacific UNP Stock Holding History

RMR Wealth Builders’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 		$1.03M Buy
3,773
+388
+11% +$102K 0.06% 128
2026
Q1 		$821K Buy
3,385
+3
+0.1% +$735 0.06% 129
2025
Q4 		$782K Sell
3,382
-1
-0% -$228 0.06% 132
2025
Q3 		$800K Buy
3,383
+111
+3% +$25K 0.07% 130
2025
Q2 		$753K Sell
3,272
-3
-0.1% -$666 0.07% 139
2025
Q1 		$774K Sell
3,275
-713
-18% -$172K 0.08% 123
2024
Q4 		$909K Sell
3,988
-4,729
-54% -$1.12M 0.09% 113
2024
Q3 		$2.15M Sell
8,717
-179
-2% -$43.4K 0.23% 55
2024
Q2 		$2.01M Buy
8,896
+619
+7% +$145K 0.23% 54
2024
Q1 		$2.04M Buy
8,277
+1,406
+20% +$346K 0.25% 51
2023
Q4 		$1.69M Buy
6,871
+1,131
+20% +$249K 0.24% 49
2023
Q3 		$1.17M Buy
5,740
+2,056
+56% +$448K 0.19% 63
2023
Q2 		$754K Buy
3,684
+4
+0.1% +$795 0.13% 82
2023
Q1 		$741K Sell
3,680
-69
-2% -$14K 0.14% 84
2022
Q4 		$776K Sell
3,749
-21
-0.6% -$4.31K 0.18% 68
2022
Q3 		$734K Buy
3,770
+72
+2% +$15.9K 0.18% 69
2022
Q2 		$789K Buy
3,698
+121
+3% +$27.5K 0.2% 74
2022
Q1 		$977K Buy
3,577
+2,714
+314% +$685K 0.21% 67
2021
Q4 		$217K Sell
863
-3,467
-80% -$821K 0.06% 113
2021
Q3 		$849K Buy
4,330
+2
+0% +$432 0.25% 62
2021
Q2 		$952K Sell
4,328
-347
-7% -$77.3K 0.31% 52
2021
Q1 		$1.03M Buy
4,675
+352
+8% +$73.9K 0.27% 55
2020
Q4 		$900K Sell
4,323
-582
-12% -$116K 0.44% 43
2020
Q3 		$966K Buy
4,905
+1,186
+32% +$220K 0.25% 65
2020
Q2 		$629K Buy
+3,719
New +$596K 0.56% 41
2019
Q4 		$164K Buy
+908
New +$155K 0.16% 128

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RMR Wealth Builders's UNP Position: Q2 2026 in Review

RMR Wealth Builders increased its Union Pacific (UNP) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 3,773 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #128.

RMR Wealth Builders first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.15M in Q3 2024. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • RMR Wealth Builders held 3,773 shares of Union Pacific worth $1.03M as of Q2 2026.
  • RMR Wealth Builders bought 388 Union Pacific shares in Q2 2026, an estimated $102K.
  • Union Pacific made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #128 holding.
  • RMR Wealth Builders first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Union Pacific position peaked at $2.15M in Q3 2024.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.