RFP
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Root Financial Partners’s Union Pacific UNP Stock Holding History

Root Financial Partners’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 		$375K Buy
1,380
+249
+22% +$65.4K 0.01% 241
2026
Q1 		$274K Sell
1,131
-40
-3% -$9.79K 0.01% 269
2025
Q4 		$271K Sell
1,171
-116
-9% -$26.5K 0.01% 245
2025
Q3 		$304K Buy
+1,287
New +$290K 0.02% 211

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

Root Financial Partners's UNP Position: Q2 2026 in Review

Root Financial Partners increased its Union Pacific (UNP) stake by 22% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,380 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #241.

Root Financial Partners first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Root Financial Partners held 1,380 shares of Union Pacific worth $375K as of Q2 2026.
  • Root Financial Partners bought 249 Union Pacific shares in Q2 2026, an estimated $65.4K.
  • Union Pacific made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #241 holding.
  • Root Financial Partners first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.