Wetzel Investment Advisors’s Union Pacific UNP Stock Holding History

Wetzel Investment Advisors’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	$783K	Sell	2,880 -62	-2%	-$16.3K	0.27%	57
2026 Q1	$714K	Sell	2,942 -90	-3%	-$22K	0.28%	53
2025 Q4	$701K	Sell	3,032 -30	-1%	-$6.85K	0.28%	52
2025 Q3	$724K	Sell	3,062 -51	-2%	-$11.5K	0.31%	50
2025 Q2	$716K	Sell	3,113 -91	-3%	-$20.2K	0.33%	49
2025 Q1	$757K	Sell	3,204 -83	-3%	-$20K	0.38%	46
2024 Q4	$750K	Sell	3,287 -11	-0.3%	-$2.6K	0.37%	51
2024 Q3	$813K	Buy	3,298 +127	+4%	+$30.8K	0.41%	45
2024 Q2	$780K	Sell	3,171 -79	-2%	-$18.5K	0.45%	43
2024 Q1	$747K	Buy	3,250 +690	+27%	+$170K	0.44%	42
2023 Q4	$629K	Buy	+2,560	New	+$563K	0.39%	43

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wetzel Investment Advisors's UNP Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Union Pacific (UNP) stake by 2.1% in Q2 2026, selling an estimated $16.3K and leaving 2,880 shares worth $783K. The position accounts for 0.27% of the portfolio, ranked #57.

Wetzel Investment Advisors first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $813K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Wetzel Investment Advisors held 2,880 shares of Union Pacific worth $783K as of Q2 2026.
Wetzel Investment Advisors sold 62 Union Pacific shares in Q2 2026, an estimated $16.3K.
Union Pacific made up 0.27% of Wetzel Investment Advisors's portfolio in Q2 2026, its #57 holding.
Wetzel Investment Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Union Pacific position peaked at $813K in Q3 2024.
1,014 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.