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SHP Wealth Management’s Union Pacific UNP Stock Holding History

SHP Wealth Management’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 		$189K Buy
778
+366
+89% +$89.6K 0.01% 281
2025
Q4 		$95.4K Buy
+412
New +$94K 0.01% 362

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's UNP Position: Q1 2026 in Review

SHP Wealth Management increased its Union Pacific (UNP) stake by 89% in Q1 2026, buying an estimated $89.6K and bringing the position to 778 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #281.

SHP Wealth Management first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. 2,769 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • SHP Wealth Management held 778 shares of Union Pacific worth $189K as of Q1 2026.
  • SHP Wealth Management bought 366 Union Pacific shares in Q1 2026, an estimated $89.6K.
  • Union Pacific made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #281 holding.
  • SHP Wealth Management first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
  • 2,769 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.