Spartan Planning & Wealth Management’s Union Pacific UNP Stock Holding History

Spartan Planning & 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	$311K	Buy	+1,143	New	+$300K	0.21%	64
2026 Q1	–	Sell	-1,224	Closed	-$283K	–	92
2025 Q4	$283K	Buy	+1,224	New	+$279K	0.21%	65
2023 Q4	$185K	Buy	752 +644	+596%	+$142K	0.2%	59
2023 Q3	$22K	Buy	+108	New	+$23.5K	0.03%	103
2022 Q4	$207	Hold	1	–	–	﹤0.01%	151
2022 Q3	$0	Hold	1	–	–	﹤0.01%	117
2022 Q2	$0	Sell	1 -289	-100%	-$65.8K	﹤0.01%	153
2022 Q1	$79K	Buy	+290	New	+$73.2K	0.1%	74

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

Spartan Planning & Wealth Management's UNP Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Union Pacific (UNP) in Q2 2026: 1,143 shares worth $311K. The stake represents 0.21% of the portfolio and ranks #64 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in UNP as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in UNP in Q1 2022 and has held it in 8 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Spartan Planning & Wealth Management held 1,143 shares of Union Pacific worth $311K as of Q2 2026.
Union Pacific was a new Spartan Planning & Wealth Management position in Q2 2026.
Union Pacific made up 0.21% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #64 holding.
Spartan Planning & Wealth Management first reported a position in Union Pacific in Q1 2022 and has held it in 8 quarters since.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.