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Whalen Wealth Management’s Union Pacific UNP Stock Holding History

Whalen Wealth 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
Q1 		$325K Buy
+1,339
New +$328K 0.17% 145
2025
Q4 		– Sell
-2,938
Closed -$694K – 240
2025
Q3 		$694K Buy
2,938
+1,247
+74% +$281K 0.41% 57
2025
Q2 		$389K Sell
1,691
-1,889
-53% -$419K 0.24% 117
2025
Q1 		$846K Buy
+3,580
New +$862K 0.56% 38
2024
Q4 		– Sell
-1,881
Closed -$464K – 174
2024
Q3 		$464K Buy
+1,881
New +$456K 0.33% 74

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whalen Wealth Management's UNP Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Union Pacific (UNP) in Q1 2026: 1,339 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #145 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in UNP as recently as Q3 2025.

Whalen Wealth Management first reported a position in UNP in Q3 2024 and has held it in 5 quarters since. The position peaked at $846K in Q1 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Whalen Wealth Management held 1,339 shares of Union Pacific worth $325K as of Q1 2026.
  • Union Pacific was a new Whalen Wealth Management position in Q1 2026.
  • Union Pacific made up 0.17% of Whalen Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Whalen Wealth Management first reported a position in Union Pacific in Q3 2024 and has held it in 5 quarters since.
  • Whalen Wealth Management's Union Pacific position peaked at $846K in Q1 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.