Position in UNP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,469,424
+$1,683,589 QoQ
Shares Held
42,167
+4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#519
of 2,880 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Derivatives in UNP
reported options exposure · as of Jun 30, 2026CallValue
$27,200
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $15,761,323 across 6 Railroads names. UNP ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
42,167 | $11,469,424 | |
| 2 | CSX |
Csx Corp
|
48,181 | $2,290,042 | |
| 3 | NSC |
Norfolk Southern Corp
|
2,788 | $877,076 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,263 | $610,104 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
3,321 | $287,764 | |
| 6 | CNI |
Canadian National Railway Co
|
1,903 | $226,913 |
All Filings in UNP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,200 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $11,469,424 | 42,167 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $265 | 100 | Call | Sole | 2026-05-01 | |
| 2026-03-31 | $9,785,835 | 40,334 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,860,268 | 16,688 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,909,323 | 16,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,625,370 | 15,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,301,454 | 13,975 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,383,246 | 10,451 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,540,500 | 6,250 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,058,218 | 4,677 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||