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Widmann Financial Services’s Union Pacific UNP Stock Holding History

Widmann Financial Services’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 		$529K Hold
1,944
– – 0.28% 79
2026
Q1 		$472K Hold
1,944
– – 0.28% 74
2025
Q4 		$450K Buy
+1,944
New +$444K 0.28% 74
2024
Q3 		– Sell
-500
Closed -$113K – 132
2024
Q2 		$113K Buy
+500
New +$117K 0.09% 124
2022
Q1 		– Sell
-500
Closed -$125K – 438
2021
Q4 		$125K Buy
+500
New +$118K 0.1% 109

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

Widmann Financial Services's UNP Position: Q2 2026 in Review

Widmann Financial Services held its Union Pacific (UNP) position steady in Q2 2026 at 1,944 shares worth $529K. The position accounts for 0.28% of the portfolio, ranked #79.

Widmann Financial Services first reported a position in UNP in Q4 2021 and has held it in 5 quarters since. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Widmann Financial Services held 1,944 shares of Union Pacific worth $529K as of Q2 2026.
  • Widmann Financial Services left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.28% of Widmann Financial Services's portfolio in Q2 2026, its #79 holding.
  • Widmann Financial Services first reported a position in Union Pacific in Q4 2021 and has held it in 5 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.