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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Encompass Wealth Advisors's UNP Position: Q2 2026 in Review

Encompass Wealth Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 1,710 shares worth $465K. The position accounts for 0.14% of the portfolio, ranked #65.

Encompass Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q4 2020. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Encompass Wealth Advisors held 1,710 shares of Union Pacific worth $465K as of Q2 2026.
Encompass Wealth Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.14% of Encompass Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Encompass Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
Encompass Wealth Advisors's Union Pacific position peaked at $1.89M in Q4 2020.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.