Position in UNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,312,272
+$990,481 QoQ
Shares Held
8,501
+56.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,110
of 2,874 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,648,345 across 6 Railroads names. UNP ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
8,501 | $2,312,272 | |
| 2 | CSX |
Csx Corp
|
28,769 | $1,367,388 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
13,105 | $1,135,547 | |
| 4 | NSC |
Norfolk Southern Corp
|
1,200 | $377,507 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
924 | $249,109 | |
| 6 | CNI |
Canadian National Railway Co
|
1,732 | $206,522 |
All Filings in UNP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,312,272 | 8,501 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,321,791 | 5,448 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,238,715 | 5,355 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,159,156 | 4,904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,129,229 | 4,908 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,227,263 | 5,195 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,522,621 | 6,677 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $964,227 | 3,912 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $847,793 | 3,747 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $610,149 | 2,481 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $476,747 | 1,941 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||