Schneider Downs Wealth Management Advisors’s Union Pacific UNP Stock Holding History

Schneider Downs Wealth Management Advisors’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	$207K	Buy	+760	New	+$200K	0.02%	170
2022 Q4	–	Sell	-1,839	Closed	-$358K	–	153
2022 Q3	$358K	Sell	1,839 -739	-29%	-$164K	0.1%	82
2022 Q2	$550K	Sell	2,578 -9	-0.3%	-$2.05K	0.15%	67
2022 Q1	$707K	Buy	2,587 +16	+0.6%	+$4.04K	0.18%	60
2021 Q4	$648K	Sell	2,571 -9	-0.3%	-$2.13K	0.15%	73
2021 Q3	$506K	Buy	2,580 +572	+28%	+$124K	0.13%	77
2021 Q2	$442K	Sell	2,008 -35	-2%	-$7.79K	0.11%	78
2021 Q1	$450K	Buy	+2,043	New	+$429K	0.11%	74

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

Schneider Downs Wealth Management Advisors's UNP Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in Union Pacific (UNP) in Q2 2026: 760 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in UNP as recently as Q3 2022.

Schneider Downs Wealth Management Advisors first reported a position in UNP in Q1 2021 and has held it in 8 quarters since. The position peaked at $707K in Q1 2022. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Schneider Downs Wealth Management Advisors held 760 shares of Union Pacific worth $207K as of Q2 2026.
Union Pacific was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
Union Pacific made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #170 holding.
Schneider Downs Wealth Management Advisors first reported a position in Union Pacific in Q1 2021 and has held it in 8 quarters since.
Schneider Downs Wealth Management Advisors's Union Pacific position peaked at $707K in Q1 2022.
2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.