Position in UNP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$343,536
+$18,668 QoQ
Shares Held
1,263
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,211
of 2,880 holders
Holding Since
Sep 2024
6 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, 2026Whalen Wealth Management Inc. holds $680,604 across 2 Railroads names. UNP ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
1,263 | $343,536 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
3,890 | $337,068 |
All Filings in UNP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,536 | 1,263 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $324,868 | 1,339 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $694,455 | 2,938 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $389,065 | 1,691 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $845,739 | 3,580 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $463,628 | 1,881 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||