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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Encompass Wealth Advisors's UNP Position: Q1 2026 in Review

Encompass Wealth Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 1,710 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #66.

Encompass Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.89M in Q4 2020. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Encompass Wealth Advisors held 1,710 shares of Union Pacific worth $415K as of Q1 2026.
Encompass Wealth Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Encompass Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
Encompass Wealth Advisors's Union Pacific position peaked at $1.89M in Q4 2020.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.