Position in UNP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,560,336
+$719,336 QoQ
Shares Held
9,413
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,068
of 2,880 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $7,414,043 across 3 Railroads names. UNP ranks #2 (34.5% of the industry book) .
All Filings in UNP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,560,336 | 9,413 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,841,000 | 7,588 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,677,763 | 7,253 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,919,324 | 8,120 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,668,855 | 15,946 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,866,296 | 7,900 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $595,184 | 2,610 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,560,218 | 6,330 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,051,480 | 22,326 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,238,063 | 21,299 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $604,225 | 2,460 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||