Schrum Private Wealth Management’s Union Pacific UNP Stock Holding History

Schrum Private 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	$439K	Buy	1,800 +50	+3%	+$13.1K	0.45%	61
2026 Q1	$425K	Buy	1,750 +50	+3%	+$12.2K	0.32%	78
2025 Q4	$393K	Sell	1,700 -100	-6%	-$22.8K	0.29%	80
2025 Q3	$425K	Hold	1,800	–	–	0.31%	79
2025 Q2	$414K	Hold	1,800	–	–	0.33%	76
2025 Q1	$425K	Hold	1,800	–	–	0.37%	68
2024 Q4	$410K	Sell	1,800 -400	-18%	-$94.7K	0.35%	72
2024 Q3	$542K	Buy	2,200 +400	+22%	+$97K	0.28%	87
2024 Q2	$407K	Hold	1,800	–	–	0.37%	69
2024 Q1	$443K	Buy	1,800 +700	+64%	+$172K	0.4%	66
2023 Q4	$270K	Sell	1,100 -700	-39%	-$154K	0.38%	67
2023 Q3	$367K	Hold	1,800	–	–	0.42%	63
2023 Q2	$368K	Hold	1,800	–	–	0.4%	64
2023 Q1	$362K	Sell	1,800 -100	-5%	-$20.3K	0.42%	66
2022 Q4	$393K	Hold	1,900	–	–	0.47%	61
2022 Q3	$371K	Hold	1,900	–	–	0.47%	62
2022 Q2	$405K	Hold	1,900	–	–	0.46%	64
2022 Q1	$471K	Hold	1,900	–	–	0.47%	64
2021 Q4	$478K	Buy	+1,900	New	+$450K	0.44%	65

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

Schrum Private Wealth Management's UNP Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Union Pacific (UNP) stake by 2.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,800 shares worth $439K. The position accounts for 0.45% of the portfolio, ranked #61.

Schrum Private Wealth Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $542K in Q3 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Schrum Private Wealth Management held 1,800 shares of Union Pacific worth $439K as of Q2 2026.
Schrum Private Wealth Management bought 50 Union Pacific shares in Q2 2026, an estimated $13.1K.
Union Pacific made up 0.45% of Schrum Private Wealth Management's portfolio in Q2 2026, its #61 holding.
Schrum Private Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's Union Pacific position peaked at $542K in Q3 2024.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.