SP
UNP icon

Sequent Planning’s Union Pacific UNP Stock Holding History

Sequent Planning’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 		$323K Sell
1,187
-31
-3% -$8.14K 0.07% 204
2026
Q1 		$296K Buy
1,218
+57
+5% +$14K 0.07% 183
2025
Q4 		$269K Buy
1,161
+284
+32% +$64.8K 0.07% 183
2025
Q3 		$207K Sell
877
-12
-1% -$2.71K 0.06% 197
2025
Q2 		$205K Buy
889
+11
+1% +$2.44K 0.06% 161
2025
Q1 		$207K Buy
+878
New +$211K 0.07% 141

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

Sequent Planning's UNP Position: Q2 2026 in Review

Sequent Planning reduced its Union Pacific (UNP) stake by 2.5% in Q2 2026, selling an estimated $8.14K and leaving 1,187 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #204.

Sequent Planning first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sequent Planning held 1,187 shares of Union Pacific worth $323K as of Q2 2026.
  • Sequent Planning sold 31 Union Pacific shares in Q2 2026, an estimated $8.14K.
  • Union Pacific made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #204 holding.
  • Sequent Planning first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.