WFA of San Diego’s Union Pacific UNP Stock Holding History

WFA of San Diego’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	–	Sell	-250	Closed	-$60.7K	–	356
2026 Q1	$60.7K	Hold	250	–	–	0.05%	171
2025 Q4	$57.8K	Hold	250	–	–	0.04%	180
2025 Q3	$59.1K	Hold	250	–	–	0.04%	186
2025 Q2	$57.5K	Buy	+250	New	+$55.5K	0.04%	188
2024 Q3	$61.6K	Hold	250	–	–	0.05%	167
2024 Q2	$56.6K	Buy	+250	New	+$58.6K	0.05%	168
2023 Q3	$50.9K	Sell	250 -20	-7%	-$4.36K	0.05%	168
2023 Q2	$55.2K	Buy	+270	New	+$53.7K	0.05%	163
2023 Q1	–	Sell	-420	Closed	-$87K	–	397
2022 Q4	$87K	Buy	+420	New	+$86.1K	0.07%	146
2022 Q3	–	Sell	-424	Closed	-$90K	–	374
2022 Q2	$90K	Buy	+424	New	+$96.5K	0.08%	124
2022 Q1	–	Sell	-654	Closed	-$165K	–	159
2021 Q4	$165K	Buy	654 +141	+27%	+$33.4K	0.1%	126
2021 Q3	$101K	Buy	+513	New	+$111K	0.07%	144
2021 Q1	–	Sell	-290	Closed	-$208K	–	125
2020 Q4	$208K	Buy	+290	New	+$57.9K	0.06%	53
2020 Q3	–	Sell	-2,424	Closed	-$426K	–	234
2020 Q2	$426K	Buy	+2,424	New	+$388K	0.1%	172

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 $3.38T AUM 44.17% 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

WFA of San Diego's UNP Position: Q2 2026 in Review

WFA of San Diego sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 250 shares — an estimated $60.7K sold.

WFA of San Diego first reported a position in UNP in Q2 2020 and held it in 14 quarters. The position peaked at $426K in Q2 2020. 2,897 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

WFA of San Diego reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 250 Union Pacific shares in Q2 2026, an estimated $60.7K.
WFA of San Diego first reported a position in Union Pacific in Q2 2020 and held it in 14 quarters.
WFA of San Diego's Union Pacific position peaked at $426K in Q2 2020.
2,897 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.