Heritage Wealth Management, Inc.

Position in UNP — Union Pacific Corp

CIK 1944755 CINCINNATI, OH

Position in UNP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,693,472

+$258,132 QoQ

Shares Held

6,226

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,253

of 2,880 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $4,237,699 across 4 Railroads names. UNP ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	6,226	$1,693,472
2	CSX	Csx Corp	25,995	$1,235,542
3	NSC	Norfolk Southern Corp	2,666	$838,696
4	CP	Canadian Pacific Kansas City Ltd/Cn	5,424	$469,989

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,693,472	6,226	+0.3%	Shares	Sole	2026-07-28
2025-12-31	$1,435,340	6,205	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$1,465,257	6,199	-2.5%	Shares	Sole	2025-11-04
2025-06-30	$1,463,308	6,360	-4.8%	Shares	Sole	2025-08-14
2025-03-31	$1,579,028	6,684	-3.1%	Shares	Sole	2025-04-29
2024-12-31	$1,573,704	6,901	-2.1%	Shares	Sole	2025-02-05
2024-09-30	$1,737,684	7,050	-1.1%	Shares	Sole	2024-10-31
2024-06-30	$1,612,102	7,125	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.