Position in UNP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$52,768
+$10,067 QoQ
Shares Held
194
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,715
of 2,880 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $416,611 across 8 Railroads names. UNP ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSC |
Norfolk Southern Corp
|
440 | $138,419 | |
| 2 | WAB |
Westinghouse Air Brake Technologies Corp
|
488 | $131,564 | |
| 3 | UNP |
Union Pacific Corp
This page
|
194 | $52,768 | |
| 4 | CSX |
Csx Corp
|
1,081 | $51,379 | |
| 5 | CNI |
Canadian National Railway Co
|
280 | $33,387 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
75 | $6,498 | |
| 7 | TRN |
Trinity Industries Inc
|
68 | $2,351 | |
| 8 | GBX |
Greenbrier Companies Inc
|
5 | $245 |
All Filings in UNP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,768 | 194 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $42,701 | 176 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,883 | 207 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $47,274 | 200 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,795 | 73 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,536 | 70 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,929 | 26 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,929 | 20 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,751 | 21 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,426 | 18 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,456 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,036 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,046 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,478 | 380 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,070 | 10 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||