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Simplicity Wealth’s Union Pacific UNP Stock Holding History

Simplicity Wealth’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 		$2.56M Buy
9,413
+1,825
+24% +$479K 0.09% 231
2026
Q1 		$1.84M Buy
7,588
+335
+5% +$82K 0.1% 192
2025
Q4 		$1.68M Sell
7,253
-867
-11% -$198K 0.1% 198
2025
Q3 		$1.92M Sell
8,120
-7,826
-49% -$1.76M 0.11% 192
2025
Q2 		$3.67M Buy
15,946
+8,046
+102% +$1.79M 0.15% 140
2025
Q1 		$1.87M Buy
7,900
+5,290
+203% +$1.27M 0.15% 159
2024
Q4 		$595K Sell
2,610
-3,720
-59% -$881K 0.12% 141
2024
Q3 		$1.56M Sell
6,330
-15,996
-72% -$3.88M 0.14% 132
2024
Q2 		$5.05M Buy
22,326
+1,027
+5% +$241K 0.11% 180
2024
Q1 		$5.24M Buy
21,299
+18,839
+766% +$4.64M 0.12% 163
2023
Q4 		$604K Buy
+2,460
New +$541K 0.23% 72

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

Simplicity Wealth's UNP Position: Q2 2026 in Review

Simplicity Wealth increased its Union Pacific (UNP) stake by 24% in Q2 2026, buying an estimated $479K and bringing the position to 9,413 shares worth $2.56M. The position accounts for 0.09% of the portfolio, ranked #231.

Simplicity Wealth first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.24M in Q1 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Simplicity Wealth held 9,413 shares of Union Pacific worth $2.56M as of Q2 2026.
  • Simplicity Wealth bought 1,825 Union Pacific shares in Q2 2026, an estimated $479K.
  • Union Pacific made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #231 holding.
  • Simplicity Wealth first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Union Pacific position peaked at $5.24M in Q1 2024.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.