SimplyRich’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.74M | Buy |
7,811
+3,910
| +100% | +$1.03M | 0.41% | 72 |
|
|
2026
Q1 | $946K | Hold |
3,901
| – | – | 0.24% | 91 |
|
|
2025
Q4 | $902K | Hold |
3,901
| – | – | 0.24% | 86 |
|
|
2025
Q3 | $922K | Hold |
3,901
| – | – | 0.25% | 88 |
|
|
2025
Q2 | $897K | Sell |
3,901
-35
| -0.9% | -$7.77K | 0.25% | 89 |
|
|
2025
Q1 | $929K | Sell |
3,936
-23
| -0.6% | -$5.54K | 0.27% | 87 |
|
|
2024
Q4 | $902K | Hold |
3,959
| – | – | 0.26% | 89 |
|
|
2024
Q3 | $975K | Hold |
3,959
| – | – | 0.27% | 89 |
|
|
2024
Q2 | $895K | Hold |
3,959
| – | – | 0.28% | 81 |
|
|
2024
Q1 | $974K | Hold |
3,959
| – | – | 0.31% | 81 |
|
|
2023
Q4 | $972K | Hold |
3,959
| – | – | 0.33% | 78 |
|
|
2023
Q3 | $806K | Hold |
3,959
| – | – | 0.39% | 73 |
|
|
2023
Q2 | $810K | Hold |
3,959
| – | – | 0.29% | 88 |
|
|
2023
Q1 | $796K | Sell |
3,959
-47
| -1% | -$9.53K | 0.3% | 90 |
|
|
2022
Q4 | $829K | Sell |
4,006
-352
| -8% | -$72.2K | 0.33% | 81 |
|
|
2022
Q3 | $849K | Hold |
4,358
| – | – | 0.38% | 71 |
|
|
2022
Q2 | $929K | Hold |
4,358
| – | – | 0.39% | 70 |
|
|
2022
Q1 | $1.19M | Hold |
4,358
| – | – | 0.42% | 62 |
|
|
2021
Q4 | $1.1M | Hold |
4,358
| – | – | 0.36% | 72 |
|
|
2021
Q3 | $854K | Hold |
4,358
| – | – | 0.31% | 85 |
|
|
2021
Q2 | $958K | Buy |
4,358
+47
| +1% | +$10.5K | 0.44% | 68 |
|
|
2021
Q1 | $950K | Hold |
4,311
| – | – | 0.38% | 72 |
|
|
2020
Q4 | $898K | Hold |
4,311
| – | – | 0.4% | 61 |
|
|
2020
Q3 | $849K | Hold |
4,311
| – | – | 0.43% | 59 |
|
|
2020
Q2 | $714K | Hold |
4,311
| – | – | 0.39% | 66 |
|
|
2020
Q1 | $604K | Sell |
4,311
-268
| -6% | -$44.3K | 0.4% | 66 |
|
|
2019
Q4 | $825K | Hold |
4,579
| – | – | 0.41% | 70 |
|
|
2019
Q3 | $745K | Hold |
4,579
| – | – | 0.41% | 74 |
|
|
2019
Q2 | $774K | Buy |
+4,579
| New | +$785K | 0.43% | 67 |
|
|
2018
Q4 | – | Sell |
-4,579
| Closed | -$746K | – | 140 |
|
|
2018
Q3 | $746K | Hold |
4,579
| – | – | 0.41% | 78 |
|
|
2018
Q2 | $649K | Hold |
4,579
| – | – | 0.37% | 89 |
|
|
2018
Q1 | $616K | Sell |
4,579
-174
| -4% | -$23.4K | 0.34% | 96 |
|
|
2017
Q4 | $937K | Buy |
+4,753
| New | +$573K | 0.52% | 61 |
|
Other funds holding UNP
SimplyRich's UNP Position: Q2 2026 in Review
SimplyRich increased its Union Pacific (UNP) stake by 100% in Q2 2026, buying an estimated $1.03M and bringing the position to 7,811 shares worth $1.74M. The position accounts for 0.41% of the portfolio, ranked #72.
SimplyRich first reported a position in UNP in Q4 2017 and has held it in 33 quarters since. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- SimplyRich held 7,811 shares of Union Pacific worth $1.74M as of Q2 2026.
- SimplyRich bought 3,910 Union Pacific shares in Q2 2026, an estimated $1.03M.
- Union Pacific made up 0.41% of SimplyRich's portfolio in Q2 2026, its #72 holding.
- SimplyRich first reported a position in Union Pacific in Q4 2017 and has held it in 33 quarters since.
- 2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.