Position in UNP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,464,112
+$1,109,928 QoQ
Shares Held
38,471
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#541
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, 2026AE Wealth Management LLC holds $41,663,609 across 4 Railroads names. UNP ranks #2 (25.1% of the industry book) .
All Filings in UNP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,464,112 | 38,471 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $9,354,184 | 38,555 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,481,092 | 36,664 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,605,336 | 27,945 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,080,769 | 26,429 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $5,964,809 | 25,249 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $5,621,855 | 24,653 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,984,524 | 24,280 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $21,865,753 | 96,640 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $15,160,833 | 61,647 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $21,388,098 | 87,078 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $15,503,777 | 76,137 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $11,836,243 | 57,845 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $17,573,016 | 87,315 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,841,476 | 76,503 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,897,106 | 76,466 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,449,933 | 67,751 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $19,245,458 | 70,442 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,406,689 | 65,124 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,681,847 | 64,700 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,134,219 | 59,720 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,471,899 | 52,048 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,226,436 | 44,311 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,075,804 | 41,021 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,370,846 | 31,767 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,591,160 | 25,462 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||