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Schwarz Dygos Wheeler Investment Advisors’s Union Pacific UNP Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$401K Sell
1,476
-4
-0.3% -$1.05K 0.08% 121
2026
Q1 		$359K Hold
1,480
– – 0.07% 119
2025
Q4 		$342K Buy
1,480
+11
+0.7% +$2.51K 0.07% 123
2025
Q3 		$347K Sell
1,469
-188
-11% -$42.4K 0.07% 121
2025
Q2 		$381K Sell
1,657
-325
-16% -$72.2K 0.09% 119
2025
Q1 		$468K Hold
1,982
– – 0.11% 106
2024
Q4 		$452K Sell
1,982
-71
-3% -$16.8K 0.11% 107
2024
Q3 		$506K Sell
2,053
-37
-2% -$8.97K 0.13% 101
2024
Q2 		$473K Hold
2,090
– – 0.13% 95
2024
Q1 		$514K Sell
2,090
-281
-12% -$69.2K 0.14% 97
2023
Q4 		$583K Buy
2,371
+161
+7% +$35.4K 0.18% 86
2023
Q3 		$450K Buy
2,210
+21
+1% +$4.57K 0.15% 93
2023
Q2 		$448K Sell
2,189
-65
-3% -$12.9K 0.15% 91
2023
Q1 		$454K Hold
2,254
– – 0.16% 86
2022
Q4 		$467K Hold
2,254
– – 0.18% 78
2022
Q3 		$439K Buy
2,254
+17
+0.8% +$3.76K 0.19% 75
2022
Q2 		$477K Hold
2,237
– – 0.19% 74
2022
Q1 		$611K Hold
2,237
– – 0.21% 70
2021
Q4 		$564K Buy
2,237
+60
+3% +$14.2K 0.19% 74
2021
Q3 		$427K Buy
2,177
+614
+39% +$133K 0.16% 86
2021
Q2 		$344K Hold
1,563
– – 0.12% 97
2021
Q1 		$345K Hold
1,563
– – 0.14% 89
2020
Q4 		$325K Sell
1,563
-1,486
-49% -$297K 0.16% 79
2020
Q3 		$600K Hold
3,049
– – 0.34% 55
2020
Q2 		$516K Buy
3,049
+33
+1% +$5.29K 0.34% 53
2020
Q1 		$425K Hold
3,016
– – 0.36% 49
2019
Q4 		$545K Hold
3,016
– – 0.37% 47
2019
Q3 		$489K Hold
3,016
– – 0.39% 47
2019
Q2 		$510K Hold
3,016
– – 0.42% 43
2019
Q1 		$504K Hold
3,016
– – 0.43% 44
2018
Q4 		$417K Buy
+3,016
New +$447K 0.45% 43

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's UNP Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Union Pacific (UNP) stake by 0.27% in Q2 2026, selling an estimated $1.05K and leaving 1,476 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #121.

Schwarz Dygos Wheeler Investment Advisors first reported a position in UNP in Q4 2018 and has held it in 31 quarters since. The position peaked at $611K in Q1 2022. 1,792 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,476 shares of Union Pacific worth $401K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Union Pacific position peaked at $611K in Q1 2022.
  • 1,792 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.