Position in UNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,566,736
+$277,537 QoQ
Shares Held
13,113
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#936
of 2,880 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $4,241,471 across 2 Railroads names. UNP ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
13,113 | $3,566,736 | |
| 2 | CSX |
Csx Corp
|
14,196 | $674,735 |
All Filings in UNP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,566,736 | 13,113 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,289,199 | 13,557 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,290,295 | 14,224 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,190,522 | 13,498 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,650,981 | 11,522 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,836,533 | 12,007 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,672,400 | 11,719 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,990,541 | 12,133 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $468,375 | 2,289 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $464,910 | 2,310 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $345,599 | 1,669 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $329,245 | 1,690 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $546,210 | 2,561 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,001,587 | 3,666 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $814,741 | 3,234 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $651,733 | 3,325 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $746,442 | 3,394 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $804,276 | 3,649 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $538,873 | 2,588 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||