Planning Strategies Inc.’s Union Pacific UNP Stock Holding History

Planning Strategies Inc.’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	$9.79K	Buy	+36	New	+$9.45K	0.01%	327

Other funds holding UNP

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Planning Strategies Inc.'s UNP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Union Pacific (UNP) in Q2 2026: 36 shares worth $9.79K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Planning Strategies Inc. held 36 shares of Union Pacific worth $9.79K as of Q2 2026.
Union Pacific was a new Planning Strategies Inc. position in Q2 2026.
Union Pacific made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #327 holding.
1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.