Position in UNP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,887,424
+$372,346 QoQ
Shares Held
14,292
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#911
of 2,880 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Heritage Trust Co holds $6,716,608 across 3 Railroads names. UNP ranks #1 (57.9% of the industry book) .
All Filings in UNP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,887,424 | 14,292 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,515,078 | 14,488 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,381,204 | 14,617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,465,420 | 14,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,368,371 | 14,640 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,496,588 | 14,801 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,413,758 | 14,970 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,543,684 | 15,662 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,798,388 | 15,445 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,824,303 | 15,570 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,209,208 | 15,760 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,242,817 | 15,848 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,908,408 | 14,451 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,067,742 | 14,815 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,859,178 | 14,676 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,202,398 | 15,015 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,188,308 | 15,330 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,686,743 | 14,634 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,366,428 | 12,073 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,192,482 | 9,969 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,206,303 | 10,010 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,824,631 | 8,763 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,645,438 | 8,358 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,435,403 | 8,490 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,144,397 | 8,114 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||