Encompass Wealth Advisors’s Union Pacific UNP Stock Holding History

Encompass Wealth 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	$938K	Buy	3,448 +1,738	+102%	+$505K	0.14%	67
2026 Q2	$465K	Hold	1,710	–	–	0.14%	65
2026 Q1	$415K	Hold	1,710	–	–	0.14%	66
2025 Q4	$396K	Hold	1,710	–	–	0.13%	71
2025 Q3	$404K	Hold	1,710	–	–	0.14%	76
2025 Q2	$393K	Buy	1,710 +2	+0.1%	+$444	0.14%	73
2025 Q1	$403K	Hold	1,708	–	–	0.16%	71
2024 Q4	$389K	Sell	1,708 -4,910	-74%	-$1.16M	0.16%	72
2024 Q3	$1.63M	Hold	6,618	–	–	0.41%	51
2024 Q2	$1.5M	Hold	6,618	–	–	0.4%	53
2024 Q1	$1.63M	Hold	6,618	–	–	0.43%	47
2023 Q4	$1.63M	Hold	6,618	–	–	0.49%	43
2023 Q3	$1.35M	Sell	6,618 -1,060	-14%	-$231K	0.45%	45
2023 Q2	$1.57M	Hold	7,678	–	–	0.51%	40
2023 Q1	$1.55M	Hold	7,678	–	–	0.53%	39
2022 Q4	$1.59M	Hold	7,678	–	–	0.58%	36
2022 Q3	$1.5M	Buy	7,678 +1,060	+16%	+$235K	0.57%	38
2022 Q2	$1.41M	Hold	6,618	–	–	0.5%	41
2022 Q1	$1.81M	Hold	6,618	–	–	0.46%	39
2021 Q4	$1.67M	Hold	6,618	–	–	0.41%	46
2021 Q3	$1.3M	Sell	6,618 -1,510	-19%	-$326K	0.34%	57
2021 Q2	$1.79M	Hold	8,128	–	–	0.44%	47
2021 Q1	$1.83M	Sell	8,128 -940	-10%	-$197K	0.47%	45
2020 Q4	$1.89M	Buy	+9,068	New	+$1.81M	1.09%	20

Other funds holding UNP

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Encompass Wealth Advisors's UNP Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Union Pacific (UNP) stake by 102% in Q3 2026, buying an estimated $505K and bringing the position to 3,448 shares worth $938K. The position accounts for 0.14% of the portfolio, ranked #67.

Encompass Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.89M in Q4 2020. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Encompass Wealth Advisors held 3,448 shares of Union Pacific worth $938K as of Q3 2026.
Encompass Wealth Advisors bought 1,738 Union Pacific shares in Q3 2026, an estimated $505K.
Union Pacific made up 0.14% of Encompass Wealth Advisors's portfolio in Q3 2026, its #67 holding.
Encompass Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 24 quarters since.
Encompass Wealth Advisors's Union Pacific position peaked at $1.89M in Q4 2020.
1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.