XY Planning Network’s Union Pacific UNP Stock Holding History

XY Planning Network’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	$487K	Buy	+1,789	New	+$520K	0.05%	240

Other funds holding UNP

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

XY Planning Network's UNP Position: Q3 2026 in Review

XY Planning Network opened a new position in Union Pacific (UNP) in Q3 2026: 1,789 shares worth $487K. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

XY Planning Network held 1,789 shares of Union Pacific worth $487K as of Q3 2026.
Union Pacific was a new XY Planning Network position in Q3 2026.
Union Pacific made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #240 holding.
1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.