WBG
UNP icon

Wharton Business Group’s Union Pacific UNP Stock Holding History

Wharton Business Group’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 		$6.73M Sell
24,731
-300
-1% -$78.8K 0.22% 55
2026
Q1 		$6.07M Buy
25,031
+10
+0% +$2.45K 0.23% 54
2025
Q4 		$5.79M Sell
25,021
-2,300
-8% -$525K 0.22% 54
2025
Q3 		$6.46M Sell
27,321
-215
-0.8% -$48.5K 0.28% 51
2025
Q2 		$6.34M Buy
27,536
+1,310
+5% +$291K 0.27% 50
2025
Q1 		$6.2M Sell
26,226
-2,165
-8% -$521K 0.28% 49
2024
Q4 		$6.47M Sell
28,391
-75
-0.3% -$17.8K 0.29% 50
2024
Q3 		$7.02M Sell
28,466
-12,700
-31% -$3.08M 0.32% 50
2024
Q2 		$9.31M Sell
41,166
-215
-0.5% -$50.4K 0.48% 43
2024
Q1 		$10.2M Sell
41,381
-353
-0.8% -$86.9K 0.49% 42
2023
Q4 		$10.3M Buy
41,734
+934
+2% +$205K 0.52% 41
2023
Q3 		$8.31M Buy
40,800
+16,460
+68% +$3.58M 0.46% 45
2023
Q2 		$4.98M Buy
24,340
+339
+1% +$67.4K 0.33% 50
2023
Q1 		$4.83M Buy
24,001
+58
+0.2% +$11.8K 0.29% 53
2022
Q4 		$4.96M Buy
23,943
+715
+3% +$147K 0.29% 54
2022
Q3 		$4.53M Buy
23,228
+2,135
+10% +$472K 0.31% 52
2022
Q2 		$4.5M Buy
+21,093
New +$4.8M 0.3% 51
2016
Q1 		– Sell
-2,810
Closed -$220K – 130
2015
Q4 		$220K Sell
2,810
-360
-11% -$30.9K 0.02% 120
2015
Q3 		$280K Sell
3,170
-1,420
-31% -$130K 0.03% 111
2015
Q2 		$438K Sell
4,590
-8,135
-64% -$848K 0.03% 107
2015
Q1 		$1.38M Sell
12,725
-87,967
-87% -$10.3M 0.11% 89
2014
Q4 		$12M Sell
100,692
-460
-0.5% -$52.8K 0.99% 36
2014
Q3 		$11M Buy
101,152
+2,420
+2% +$251K 0.97% 35
2014
Q2 		$9.85M Sell
98,732
-126,390
-56% -$12.2M 1.09% 32
2014
Q1 		$21.1M Buy
225,122
+37,280
+20% +$3.31M 1.7% 19
2013
Q4 		$15.8M Buy
187,842
+6,142
+3% +$486K 1.33% 22
2013
Q3 		$14.1M Buy
181,700
+1,340
+0.7% +$106K 1.19% 24
2013
Q2 		$13.9M Buy
+180,360
New +$13.6M 1.21% 27

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wharton Business Group's UNP Position: Q2 2026 in Review

Wharton Business Group reduced its Union Pacific (UNP) stake by 1.2% in Q2 2026, selling an estimated $78.8K and leaving 24,731 shares worth $6.73M. The position accounts for 0.22% of the portfolio, ranked #55.

Wharton Business Group first reported a position in UNP in Q2 2013 and has held it in 28 quarters since. The position peaked at $21.1M in Q1 2014. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wharton Business Group held 24,731 shares of Union Pacific worth $6.73M as of Q2 2026.
  • Wharton Business Group sold 300 Union Pacific shares in Q2 2026, an estimated $78.8K.
  • Union Pacific made up 0.22% of Wharton Business Group's portfolio in Q2 2026, its #55 holding.
  • Wharton Business Group first reported a position in Union Pacific in Q2 2013 and has held it in 28 quarters since.
  • Wharton Business Group's Union Pacific position peaked at $21.1M in Q1 2014.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.