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Cooper Financial Group’s Union Pacific UNP Stock Holding History

Cooper Financial Group’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$609K Buy
2,237
+127
+6% +$36.9K 0.05% 230
2026
Q2 		$574K Buy
2,110
+213
+11% +$55.9K 0.05% 246
2026
Q1 		$460K Buy
1,897
+640
+51% +$157K 0.05% 261
2025
Q4 		$291K Buy
1,257
+310
+33% +$70.8K 0.03% 302
2025
Q3 		$224K Buy
947
+11
+1% +$2.48K 0.02% 359
2025
Q2 		$215K Sell
936
-1,985
-68% -$441K 0.03% 351
2025
Q1 		$690K Buy
2,921
+338
+13% +$81.4K 0.09% 195
2024
Q4 		$589K Buy
2,583
+374
+17% +$88.5K 0.07% 215
2024
Q3 		$545K Sell
2,209
-17
-0.8% -$4.12K 0.07% 233
2024
Q2 		$504K Sell
2,226
-47
-2% -$11K 0.07% 218
2024
Q1 		$559K Buy
2,273
+555
+32% +$137K 0.09% 200
2023
Q4 		$422K Buy
+1,718
New +$378K 0.08% 232
2023
Q1 		– Sell
-1,695
Closed -$351K – 324
2022
Q4 		$351K Buy
1,695
+198
+13% +$40.6K 0.11% 188
2022
Q3 		$292K Buy
1,497
+152
+11% +$33.6K 0.11% 188
2022
Q2 		$287K Sell
1,345
-7
-0.5% -$1.59K 0.1% 188
2022
Q1 		$369K Buy
+1,352
New +$341K 0.14% 140

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Cooper Financial Group's UNP Position: Q3 2026 in Review

Cooper Financial Group increased its Union Pacific (UNP) stake by 6% in Q3 2026, buying an estimated $36.9K and bringing the position to 2,237 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #230.

Cooper Financial Group first reported a position in UNP in Q1 2022 and has held it in 16 quarters since. The position peaked at $690K in Q1 2025. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Cooper Financial Group held 2,237 shares of Union Pacific worth $609K as of Q3 2026.
  • Cooper Financial Group bought 127 Union Pacific shares in Q3 2026, an estimated $36.9K.
  • Union Pacific made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #230 holding.
  • Cooper Financial Group first reported a position in Union Pacific in Q1 2022 and has held it in 16 quarters since.
  • Cooper Financial Group's Union Pacific position peaked at $690K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.