WealthPlan Investment Management’s Union Pacific UNP Stock Holding History

WealthPlan Investment 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	$3.29M	Buy	12,099 +46	+0.4%	+$12.1K	0.16%	118
2026 Q1	$2.92M	Buy	12,053 +615	+5%	+$151K	0.16%	124
2025 Q4	$2.65M	Sell	11,438 -345	-3%	-$78.7K	0.17%	115
2025 Q3	$2.79M	Sell	11,783 -816	-6%	-$184K	0.18%	109
2025 Q2	$2.9M	Buy	12,599 +1,630	+15%	+$362K	0.21%	104
2025 Q1	$2.59M	Buy	10,969 +576	+6%	+$139K	0.26%	89
2024 Q4	$2.37M	Sell	10,393 -616	-6%	-$146K	0.23%	93
2024 Q3	$2.71M	Buy	11,009 +833	+8%	+$202K	0.27%	90
2024 Q2	$2.3M	Sell	10,176 -225	-2%	-$52.7K	0.35%	69
2024 Q1	$2.56M	Sell	10,401 -67	-0.6%	-$16.5K	0.39%	68
2023 Q4	$2.57M	Sell	10,468 -18	-0.2%	-$3.96K	0.41%	66
2023 Q3	$2.14M	Buy	10,486 +3,777	+56%	+$823K	0.38%	68
2023 Q2	$1.37M	Sell	6,709 -3,774	-36%	-$750K	0.41%	68
2023 Q1	$2.11M	Sell	10,483 -17,695	-63%	-$3.59M	0.36%	69
2022 Q4	$5.81M	Buy	28,178 +261	+0.9%	+$53.5K	0.41%	63
2022 Q3	$5.92M	Buy	+27,917	New	+$6.18M	0.43%	64
2022 Q1	$6.15M	Buy	+26,240	New	+$6.63M	0.43%	68

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

WealthPlan Investment Management's UNP Position: Q2 2026 in Review

WealthPlan Investment Management increased its Union Pacific (UNP) stake by 0.38% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,099 shares worth $3.29M. The position accounts for 0.16% of the portfolio, ranked #118.

WealthPlan Investment Management first reported a position in UNP in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.15M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

WealthPlan Investment Management held 12,099 shares of Union Pacific worth $3.29M as of Q2 2026.
WealthPlan Investment Management bought 46 Union Pacific shares in Q2 2026, an estimated $12.1K.
Union Pacific made up 0.16% of WealthPlan Investment Management's portfolio in Q2 2026, its #118 holding.
WealthPlan Investment Management first reported a position in Union Pacific in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Union Pacific position peaked at $6.15M in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.