SFP
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Shepherd Financial Partners’s Union Pacific UNP Stock Holding History

Shepherd Financial Partners’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 		$256K Buy
940
+8
+0.9% +$2.1K 0.02% 227
2026
Q1 		$226K Buy
932
+1
+0.1% +$245 0.02% 226
2025
Q4 		$215K Sell
931
-14
-1% -$3.2K 0.02% 234
2025
Q3 		$223K Sell
945
-229
-20% -$51.6K 0.02% 232
2025
Q2 		$270K Sell
1,174
-75
-6% -$16.6K 0.03% 212
2025
Q1 		$295K Buy
1,249
+23
+2% +$5.54K 0.03% 189
2024
Q4 		$280K Sell
1,226
-669
-35% -$158K 0.03% 187
2024
Q3 		$467K Buy
1,895
+50
+3% +$12.1K 0.06% 152
2024
Q2 		$418K Hold
1,845
– – 0.05% 158
2024
Q1 		$453K Buy
1,845
+9
+0.5% +$2.21K 0.06% 157
2023
Q4 		$451K Buy
1,836
+29
+2% +$6.38K 0.06% 147
2023
Q3 		$368K Buy
1,807
+184
+11% +$40.1K 0.06% 154
2023
Q2 		$332K Buy
1,623
+54
+3% +$10.7K 0.05% 155
2023
Q1 		$316K Sell
1,569
-472
-23% -$95.7K 0.05% 154
2022
Q4 		$422K Buy
2,041
+95
+5% +$19.5K 0.08% 130
2022
Q3 		$379K Sell
1,946
-23
-1% -$5.09K 0.07% 126
2022
Q2 		$420K Sell
1,969
-1,092
-36% -$248K 0.08% 122
2022
Q1 		$839K Buy
+3,061
New +$773K 0.15% 96
2018
Q4 		– Sell
-1,711
Closed -$242K – 140
2018
Q3 		$242K Hold
1,711
– – 0.05% 110
2018
Q2 		$244K Buy
1,711
+11
+0.6% +$1.53K 0.05% 110
2018
Q1 		$230K Sell
1,700
-1,600
-48% -$215K 0.06% 108
2017
Q4 		$445K Hold
3,300
– – 0.1% 84
2017
Q3 		$376K Hold
3,300
– – 0.09% 90
2017
Q2 		$357K Sell
3,300
-180
-5% -$19.6K 0.09% 87
2017
Q1 		$373K Sell
3,480
-146
-4% -$15.6K 0.1% 86
2016
Q4 		$372K Buy
+3,626
New +$357K 0.11% 88

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

Shepherd Financial Partners's UNP Position: Q2 2026 in Review

Shepherd Financial Partners increased its Union Pacific (UNP) stake by 0.86% in Q2 2026, buying an estimated $2.1K and bringing the position to 940 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #227.

Shepherd Financial Partners first reported a position in UNP in Q4 2016 and has held it in 26 quarters since. The position peaked at $839K in Q1 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Shepherd Financial Partners held 940 shares of Union Pacific worth $256K as of Q2 2026.
  • Shepherd Financial Partners bought 8 Union Pacific shares in Q2 2026, an estimated $2.1K.
  • Union Pacific made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #227 holding.
  • Shepherd Financial Partners first reported a position in Union Pacific in Q4 2016 and has held it in 26 quarters since.
  • Shepherd Financial Partners's Union Pacific position peaked at $839K in Q1 2022.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.