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Strategic Family Wealth Counselors’s Union Pacific UNP Stock Holding History

Strategic Family Wealth Counselors’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 		$664K Sell
2,443
-4
-0.2% -$1.05K 0.15% 94
2026
Q1 		$594K Sell
2,447
-123
-5% -$30.1K 0.16% 90
2025
Q4 		$570K Buy
2,570
+213
+9% +$48.6K 0.13% 106
2025
Q3 		$557K Buy
2,357
+2
+0.1% +$451 0.14% 93
2025
Q2 		$542K Sell
2,355
-16
-0.7% -$3.55K 0.15% 88
2025
Q1 		$560K Buy
2,371
+1
+0% +$241 0.18% 80
2024
Q4 		$540K Buy
2,370
+16
+0.7% +$3.79K 0.18% 78
2024
Q3 		$580K Buy
2,354
+11
+0.5% +$2.67K 0.2% 72
2024
Q2 		$530K Hold
2,343
– – 0.2% 69
2024
Q1 		$576K Hold
2,343
– – 0.23% 61
2023
Q4 		$575K Hold
2,343
– – 0.24% 60
2023
Q3 		$477K Sell
2,343
-2
-0.1% -$436 0.23% 57
2023
Q2 		$480K Hold
2,345
– – 0.22% 58
2023
Q1 		$472K Buy
2,345
+4
+0.2% +$811 0.22% 54
2022
Q4 		$485K Sell
2,341
-2
-0.1% -$410 0.24% 59
2022
Q3 		$456K Buy
2,343
+6
+0.3% +$1.33K 0.22% 55
2022
Q2 		$498K Buy
2,337
+717
+44% +$163K 0.24% 53
2022
Q1 		$443K Hold
1,620
– – 0.18% 63
2021
Q4 		$408K Sell
1,620
-540
-25% -$128K 0.13% 70
2021
Q3 		$423K Hold
2,160
– – 0.14% 58
2021
Q2 		$475K Hold
2,160
– – 0.16% 54
2021
Q1 		$476K Hold
2,160
– – 0.18% 52
2020
Q4 		$450K Hold
2,160
– – 0.23% 53
2020
Q3 		$425K Hold
2,160
– – 0.24% 51
2020
Q2 		$365K Sell
2,160
-8
-0.4% -$1.28K 0.23% 56
2020
Q1 		$306K Sell
2,168
-637
-23% -$105K 0.23% 55
2019
Q4 		$507K Hold
2,805
– – 0.41% 39
2019
Q3 		$454K Buy
2,805
+105
+4% +$17.7K 0.34% 43
2019
Q2 		$457K Sell
2,700
-190
-7% -$32.6K 0.35% 41
2019
Q1 		$483K Hold
2,890
– – 0.39% 39
2018
Q4 		$399K Buy
+2,890
New +$428K 0.45% 38

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

Strategic Family Wealth Counselors's UNP Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its Union Pacific (UNP) stake by 0.16% in Q2 2026, selling an estimated $1.05K and leaving 2,443 shares worth $664K. The position accounts for 0.15% of the portfolio, ranked #94.

Strategic Family Wealth Counselors first reported a position in UNP in Q4 2018 and has held it in 31 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Strategic Family Wealth Counselors held 2,443 shares of Union Pacific worth $664K as of Q2 2026.
  • Strategic Family Wealth Counselors sold 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
  • Union Pacific made up 0.15% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #94 holding.
  • Strategic Family Wealth Counselors first reported a position in Union Pacific in Q4 2018 and has held it in 31 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.