Position in UNP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,382,576
+$148,369 QoQ
Shares Held
5,083
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,361
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $7,258,095 across 7 Railroads names. UNP ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
69,282 | $3,292,973 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
25,403 | $2,201,169 | |
| 3 | UNP |
Union Pacific Corp
This page
|
5,083 | $1,382,576 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
645 | $173,892 | |
| 5 | NSC |
Norfolk Southern Corp
|
487 | $153,205 | |
| 6 | CNI |
Canadian National Railway Co
|
450 | $53,658 | |
| 7 | TRN |
Trinity Industries Inc
|
18 | $622 |
All Filings in UNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,576 | 5,083 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,234,207 | 5,087 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,150,585 | 4,974 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,157,031 | 4,895 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,144,648 | 4,975 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,178,365 | 4,988 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,137,919 | 4,990 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,249,160 | 5,068 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,165,012 | 5,149 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,272,687 | 5,175 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,268,381 | 5,164 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,058,672 | 5,199 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,071,390 | 5,236 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,083,382 | 5,383 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,154,208 | 5,574 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,197,558 | 6,147 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,311,245 | 6,148 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,689,530 | 6,184 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,570,531 | 6,234 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,242,507 | 6,339 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,253,820 | 5,701 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,239,585 | 5,624 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $993,417 | 4,771 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $845,753 | 4,296 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $758,786 | 4,488 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $558,800 | 3,962 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||