Mowery & Schoenfeld Wealth Management, LLC
Position in UNP — Union Pacific Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in UNP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$108,800
+$11,752 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,664
of 2,874 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $156,662 across 2 Railroads names. UNP ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
400 | $108,800 | |
| 2 | CSX |
Csx Corp
|
1,007 | $47,862 |
All Filings in UNP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,800 | 400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $97,048 | 400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $93,221 | 403 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $94,548 | 400 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $100,314 | 436 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $107,252 | 454 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $99,425 | 436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,986 | 146 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $33,033 | 146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,640 | 27 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,859 | 32 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||