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DHJJ Financial Advisors’s Union Pacific UNP Stock Holding History

DHJJ Financial 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
Q1 		$22.3K Hold
92
– – 0.01% 520
2025
Q4 		$21.3K Hold
92
– – 0.01% 492
2025
Q3 		$21.7K Hold
92
– – 0.01% 476
2025
Q2 		$21.2K Hold
92
– – 0.01% 464
2025
Q1 		$21.7K Hold
92
– – 0.01% 417
2024
Q4 		$21K Sell
92
-20
-18% -$4.74K 0.01% 409
2024
Q3 		$27.6K Hold
112
– – 0.01% 383
2024
Q2 		$25.3K Hold
112
– – 0.01% 358
2024
Q1 		$27.5K Hold
112
– – 0.01% 334
2023
Q4 		$27.5K Hold
112
– – 0.01% 329
2023
Q3 		$22.8K Buy
+112
New +$24.4K 0.01% 339

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DHJJ Financial Advisors's UNP Position: Q1 2026 in Review

DHJJ Financial Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 92 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #520.

DHJJ Financial Advisors first reported a position in UNP in Q3 2023 and has held it in 11 quarters since. The position peaked at $27.6K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • DHJJ Financial Advisors held 92 shares of Union Pacific worth $22.3K as of Q1 2026.
  • DHJJ Financial Advisors left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #520 holding.
  • DHJJ Financial Advisors first reported a position in Union Pacific in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Union Pacific position peaked at $27.6K in Q3 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.