Ruedi Wealth Management’s Union Pacific UNP Stock Holding History

Ruedi 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	$206K	Buy	+759	New	+$199K	0.05%	61
2025 Q2	–	Sell	-735	Closed	-$174K	–	303
2025 Q1	$174K	Hold	735	–	–	0.05%	50
2024 Q4	$168K	Hold	735	–	–	0.05%	49
2024 Q3	$181K	Sell	735 -9	-1%	-$2.18K	0.06%	51
2024 Q2	$168K	Buy	744 +9	+1%	+$2.11K	0.07%	51
2024 Q1	$181K	Hold	735	–	–	0.08%	49
2023 Q4	$181K	Hold	735	–	–	0.09%	48
2023 Q3	$150K	Hold	735	–	–	0.09%	47
2023 Q2	$150K	Hold	735	–	–	0.09%	47
2023 Q1	$148K	Sell	735 -64	-8%	-$13K	0.1%	44
2022 Q4	$165K	Buy	+799	New	+$164K	0.12%	44

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

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

Ruedi Wealth Management opened a new position in Union Pacific (UNP) in Q2 2026: 759 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #61 among its holdings. This is a return to the name: Ruedi Wealth Management previously reported a position in UNP as recently as Q1 2025.

Ruedi Wealth Management first reported a position in UNP in Q4 2022 and has held it in 11 quarters since. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Ruedi Wealth Management held 759 shares of Union Pacific worth $206K as of Q2 2026.
Union Pacific was a new Ruedi Wealth Management position in Q2 2026.
Union Pacific made up 0.05% of Ruedi Wealth Management's portfolio in Q2 2026, its #61 holding.
Ruedi Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 11 quarters since.
2,882 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.