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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Shared Vision Wealth Group's UNP Position: Q1 2026 in Review

Shared Vision Wealth Group increased its Union Pacific (UNP) stake by 0.61% in Q1 2026, buying an estimated $1.47K and bringing the position to 986 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #86.

Shared Vision Wealth Group first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Shared Vision Wealth Group held 986 shares of Union Pacific worth $239K as of Q1 2026.
Shared Vision Wealth Group bought 6 Union Pacific shares in Q1 2026, an estimated $1.47K.
Union Pacific made up 0.1% of Shared Vision Wealth Group's portfolio in Q1 2026, its #86 holding.
Shared Vision Wealth Group first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.