Shared Vision Wealth Group’s Union Pacific UNP Stock Holding History

Shared Vision Wealth Group’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	$270K	Buy	993 +7	+0.7%	+$1.84K	0.09%	97
2026 Q1	$239K	Buy	986 +6	+0.6%	+$1.47K	0.1%	86
2025 Q4	$226K	Buy	980 +5	+0.5%	+$1.14K	0.09%	89
2025 Q3	$220K	Buy	975 +4	+0.4%	+$902	0.09%	92
2025 Q2	$216K	Buy	971 +5	+0.5%	+$1.11K	0.11%	81
2025 Q1	$228K	Buy	966 +40	+4%	+$9.63K	0.12%	75
2024 Q4	$211K	Buy	926 +6	+0.7%	+$1.42K	0.11%	73
2024 Q3	$227K	Buy	920 +5	+0.5%	+$1.21K	0.12%	70
2024 Q2	$207K	Buy	+915	New	+$214K	0.12%	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

Shared Vision Wealth Group's UNP Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Union Pacific (UNP) stake by 0.71% in Q2 2026, buying an estimated $1.84K and bringing the position to 993 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #97.

Shared Vision Wealth Group first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Shared Vision Wealth Group held 993 shares of Union Pacific worth $270K as of Q2 2026.
Shared Vision Wealth Group bought 7 Union Pacific shares in Q2 2026, an estimated $1.84K.
Union Pacific made up 0.09% of Shared Vision Wealth Group's portfolio in Q2 2026, its #97 holding.
Shared Vision Wealth Group first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.