Position in UNP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$275,808
-$25,283 QoQ
Shares Held
1,014
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,358
of 2,880 holders
Holding Since
Jun 2020
25 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, 2026Holistic Financial Partners holds $275,808 across 1 Railroads name. UNP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
1,014 | $275,808 |
All Filings in UNP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,808 | 1,014 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $301,091 | 1,241 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $257,921 | 1,115 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $262,607 | 1,111 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $335,456 | 1,458 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $405,151 | 1,715 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $387,211 | 1,698 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $390,670 | 1,585 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $330,339 | 1,460 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $484,236 | 1,969 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $437,940 | 1,783 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,733 | 1,359 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $275,623 | 1,347 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $303,298 | 1,507 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $312,882 | 1,511 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $254,824 | 1,308 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $233,968 | 1,097 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $364,462 | 1,334 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $315,920 | 1,254 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,355 | 1,114 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $355,186 | 1,615 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $356,623 | 1,618 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $306,708 | 1,473 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $281,917 | 1,432 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $233,316 | 1,380 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||