Position in UNP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,125,824
+$338,364 QoQ
Shares Held
11,492
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
32.62%
of 13F equity value
Holder Rank
#992
of 2,880 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $3,126,093 across 2 Railroads names. UNP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
11,492 | $3,125,824 | |
| 2 | WAB |
Westinghouse Air Brake Technologies Corp
|
1 | $269 |
All Filings in UNP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,824 | 11,492 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,787,460 | 11,489 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,093,211 | 13,372 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||