WealthPLAN Partners’s Union Pacific UNP Stock Holding History

WealthPLAN Partners’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
2022 Q1	–	Sell	-2,400	Closed	-$587K	–	403
2021 Q4	$587K	Hold	2,400	–	–	0.04%	236
2021 Q3	$594K	Hold	2,400	–	–	0.04%	231
2021 Q2	$4K	Hold	2,400	–	–	﹤0.01%	357
2021 Q1	$5K	Hold	2,400	–	–	﹤0.01%	333
2020 Q4	$14K	Hold	2,400	–	–	﹤0.01%	334
2020 Q3	$16K	Buy	+2,400	New	+$446K	﹤0.01%	313
2020 Q1	–	Sell	-2,400	Closed	-$9K	–	283
2019 Q4	$9K	Hold	2,400	–	–	﹤0.01%	247
2019 Q3	$17K	Hold	2,400	–	–	﹤0.01%	232
2019 Q2	$24K	Buy	+2,400	New	+$411K	﹤0.01%	236
2018 Q4	–	Sell	-2,400	Closed	-$1K	–	274
2018 Q3	$1K	Hold	2,400	–	–	﹤0.01%	253
2018 Q2	$1K	Hold	2,400	–	–	﹤0.01%	261
2018 Q1	$5K	Buy	+2,400	New	+$323K	﹤0.01%	266

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 Partners's UNP Position: Q2 2026 in Review

WealthPLAN Partners reduced its Union Pacific (UNP) stake by 1.5% in Q2 2026, selling an estimated $78.5K and leaving 19,918 shares worth $5.42M. The position accounts for 1.04% of the portfolio, ranked #25.

WealthPLAN Partners first reported a position in UNP in Q1 2015 and has held it in 41 quarters since. The position peaked at $6.56M in Q3 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

WealthPLAN Partners held 19,918 shares of Union Pacific worth $5.42M as of Q2 2026.
WealthPLAN Partners sold 299 Union Pacific shares in Q2 2026, an estimated $78.5K.
Union Pacific made up 1.04% of WealthPLAN Partners's portfolio in Q2 2026, its #25 holding.
WealthPLAN Partners first reported a position in Union Pacific in Q1 2015 and has held it in 41 quarters since.
WealthPLAN Partners's Union Pacific position peaked at $6.56M in Q3 2021.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.