Cooper/Haims Advisors
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Cooper/Haims Advisors’s Union Pacific UNP Stock Holding History

Cooper/Haims Advisors’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 		$204K Hold
748
– – 0.09% 115
2026
Q2 		$203K Buy
+748
New +$196K 0.09% 110
2024
Q4 		– Sell
-923
Closed -$228K – 87
2024
Q3 		$228K Hold
923
– – 0.13% 71
2024
Q2 		$209K Sell
923
-20
-2% -$4.69K 0.12% 77
2024
Q1 		$232K Buy
943
+50
+6% +$12.3K 0.13% 72
2023
Q4 		$219K Sell
893
-200
-18% -$44K 0.12% 71
2023
Q3 		$223K Hold
1,093
– – 0.17% 65
2023
Q2 		$224K Hold
1,093
– – 0.17% 65
2023
Q1 		$220K Sell
1,093
-190
-15% -$38.5K 0.18% 63
2022
Q4 		$266K Hold
1,283
– – 0.19% 58
2022
Q3 		$250K Hold
1,283
– – 0.21% 50
2022
Q2 		$274K Buy
1,283
+340
+36% +$77.4K 0.18% 56
2022
Q1 		$258K Buy
+943
New +$238K 0.17% 64
2021
Q3 		– Sell
-1,273
Closed -$280K – 90
2021
Q2 		$280K Buy
1,273
+155
+14% +$34.5K 0.18% 64
2021
Q1 		$246K Buy
+1,118
New +$235K 0.17% 61

Other funds holding UNP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cooper/Haims Advisors's UNP Position: Q3 2026 in Review

Cooper/Haims Advisors held its Union Pacific (UNP) position steady in Q3 2026 at 748 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #115.

Cooper/Haims Advisors first reported a position in UNP in Q1 2021 and has held it in 15 quarters since. The position peaked at $280K in Q2 2021. 2,258 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Cooper/Haims Advisors held 748 shares of Union Pacific worth $204K as of Q3 2026.
  • Cooper/Haims Advisors left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.09% of Cooper/Haims Advisors's portfolio in Q3 2026, its #115 holding.
  • Cooper/Haims Advisors first reported a position in Union Pacific in Q1 2021 and has held it in 15 quarters since.
  • Cooper/Haims Advisors's Union Pacific position peaked at $280K in Q2 2021.
  • 2,258 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.