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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
Q2 		$244K Buy
896
+118
+15% +$31K 0.02% 264
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's UNP Position: Q2 2026 in Review

SHP Wealth Management increased its Union Pacific (UNP) stake by 15% in Q2 2026, buying an estimated $31K and bringing the position to 896 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #264.

SHP Wealth Management first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SHP Wealth Management held 896 shares of Union Pacific worth $244K as of Q2 2026.
  • SHP Wealth Management bought 118 Union Pacific shares in Q2 2026, an estimated $31K.
  • Union Pacific made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #264 holding.
  • SHP Wealth Management first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.