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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
Q3 		$473K Buy
1,737
+474
+38% +$138K 0.2% 121
2026
Q2 		$344K Sell
1,263
-76
-6% -$20K 0.15% 148
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Whalen Wealth Management's UNP Position: Q3 2026 in Review

Whalen Wealth Management increased its Union Pacific (UNP) stake by 38% in Q3 2026, buying an estimated $138K and bringing the position to 1,737 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #121.

Whalen Wealth Management first reported a position in UNP in Q3 2024 and has held it in 7 quarters since. The position peaked at $846K in Q1 2025. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Whalen Wealth Management held 1,737 shares of Union Pacific worth $473K as of Q3 2026.
  • Whalen Wealth Management bought 474 Union Pacific shares in Q3 2026, an estimated $138K.
  • Union Pacific made up 0.2% of Whalen Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Whalen Wealth Management first reported a position in Union Pacific in Q3 2024 and has held it in 7 quarters since.
  • Whalen Wealth Management's Union Pacific position peaked at $846K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.