SkyOak Wealth’s Union Pacific UNP Stock Holding History

SkyOak 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	$543K	Hold	1,998	–	–	0.09%	134
2026 Q1	$485K	Hold	1,998	–	–	0.09%	133
2025 Q4	$462K	Hold	1,998	–	–	0.08%	136
2025 Q3	$472K	Hold	1,998	–	–	0.09%	129
2025 Q2	$460K	Hold	1,998	–	–	0.09%	132
2025 Q1	$472K	Hold	1,998	–	–	0.1%	121
2024 Q4	$456K	Hold	1,998	–	–	0.1%	124
2024 Q3	$492K	Hold	1,998	–	–	0.11%	115
2024 Q2	$452K	Hold	1,998	–	–	0.11%	127
2024 Q1	$491K	Hold	1,998	–	–	0.12%	125
2023 Q4	$491K	Hold	1,998	–	–	0.13%	123
2023 Q3	$407K	Sell	1,998 -738	-27%	-$161K	0.12%	128
2023 Q2	$560K	Sell	2,736 -600	-18%	-$119K	0.16%	111
2023 Q1	$671K	Sell	3,336 -280	-8%	-$56.7K	0.2%	97
2022 Q4	$749K	Sell	3,616 -900	-20%	-$185K	0.25%	86
2022 Q3	$880K	Sell	4,516 -564	-11%	-$125K	0.32%	75
2022 Q2	$1.08M	Sell	5,080 -52	-1%	-$11.8K	0.37%	70
2022 Q1	$1.4M	Buy	5,132 +500	+11%	+$126K	0.39%	68
2021 Q4	$1.17M	Hold	4,632	–	–	0.3%	79
2021 Q3	$908K	Buy	4,632 +400	+9%	+$86.4K	0.24%	89
2021 Q2	$931K	Sell	4,232 -146	-3%	-$32.5K	0.25%	87
2021 Q1	$990K	Hold	4,378	–	–	0.28%	80
2020 Q4	$912K	Sell	4,378 -40	-0.9%	-$7.99K	0.28%	89
2020 Q3	$870K	Hold	4,418	–	–	0.31%	80
2020 Q2	$747K	Sell	4,418 -6	-0.1%	-$962	0.28%	86
2020 Q1	$624K	Sell	4,424 -2	-0%	-$331	0.32%	76
2019 Q4	$800K	Buy	+4,426	New	+$758K	0.25%	88

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SkyOak Wealth's UNP Position: Q2 2026 in Review

SkyOak Wealth held its Union Pacific (UNP) position steady in Q2 2026 at 1,998 shares worth $543K. The position accounts for 0.09% of the portfolio, ranked #134.

SkyOak Wealth first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

SkyOak Wealth held 1,998 shares of Union Pacific worth $543K as of Q2 2026.
SkyOak Wealth left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.09% of SkyOak Wealth's portfolio in Q2 2026, its #134 holding.
SkyOak Wealth first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Union Pacific position peaked at $1.4M in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.