XF
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XML Financial’s Union Pacific UNP Stock Holding History

XML Financial’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 		$2.69M Sell
9,895
-36
-0.4% -$9.45K 0.2% 103
2026
Q1 		$2.41M Sell
9,931
-116
-1% -$28.4K 0.19% 104
2025
Q4 		$2.32M Sell
10,047
-96
-0.9% -$21.9K 0.19% 109
2025
Q3 		$2.4M Buy
10,143
+565
+6% +$127K 0.2% 107
2025
Q2 		$2.2M Buy
9,578
+38
+0.4% +$8.44K 0.19% 108
2025
Q1 		$2.25M Buy
9,540
+12
+0.1% +$2.89K 0.21% 103
2024
Q4 		$2.17M Buy
9,528
+99
+1% +$23.4K 0.2% 107
2024
Q3 		$2.32M Sell
9,429
-241
-2% -$58.4K 0.22% 106
2024
Q2 		$2.19M Sell
9,670
-248
-3% -$58.1K 0.22% 109
2024
Q1 		$2.44M Sell
9,918
-2,093
-17% -$515K 0.25% 99
2023
Q4 		$2.95M Buy
12,011
+899
+8% +$198K 0.31% 90
2023
Q3 		$2.26M Buy
11,112
+178
+2% +$38.8K 0.27% 96
2023
Q2 		$2.24M Buy
10,934
+2,528
+30% +$503K 0.26% 97
2023
Q1 		$2.05M Buy
8,406
+32
+0.4% +$6.49K 0.25% 104
2022
Q4 		$1.73M Buy
8,374
+157
+2% +$32.2K 0.22% 110
2022
Q3 		$1.6M Buy
8,217
+6,241
+316% +$1.38M 0.22% 105
2022
Q2 		$421K Sell
1,976
-5,699
-74% -$1.3M 0.1% 148
2022
Q1 		$2.1M Buy
7,675
+5
+0.1% +$1.26K 0.25% 100
2021
Q4 		$1.93M Buy
7,670
+5
+0.1% +$1.18K 0.23% 106
2021
Q3 		$1.5M Buy
7,665
+5,802
+311% +$1.25M 0.2% 112
2021
Q2 		$410K Buy
1,863
+229
+14% +$51K 0.09% 157
2021
Q1 		$360K Sell
1,634
-200
-11% -$42K 0.09% 155
2020
Q4 		$382K Buy
1,834
+220
+14% +$43.9K 0.1% 146
2020
Q3 		$318K Buy
+1,614
New +$300K 0.1% 146

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

XML Financial's UNP Position: Q2 2026 in Review

XML Financial reduced its Union Pacific (UNP) stake by 0.36% in Q2 2026, selling an estimated $9.45K and leaving 9,895 shares worth $2.69M. The position accounts for 0.2% of the portfolio, ranked #103.

XML Financial first reported a position in UNP in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.95M in Q4 2023. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • XML Financial held 9,895 shares of Union Pacific worth $2.69M as of Q2 2026.
  • XML Financial sold 36 Union Pacific shares in Q2 2026, an estimated $9.45K.
  • Union Pacific made up 0.2% of XML Financial's portfolio in Q2 2026, its #103 holding.
  • XML Financial first reported a position in Union Pacific in Q3 2020 and has held it in 24 quarters since.
  • XML Financial's Union Pacific position peaked at $2.95M in Q4 2023.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.