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Everhart Financial Group’s Union Pacific UNP Stock Holding History

Everhart Financial Group’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 		$1.24M Buy
4,564
+307
+7% +$89.3K 0.08% 141
2026
Q2 		$1.16M Sell
4,257
-38
-0.9% -$9.98K 0.07% 145
2026
Q1 		$1.04M Buy
4,295
+1,163
+37% +$285K 0.09% 162
2025
Q4 		$724K Buy
3,132
+51
+2% +$11.6K 0.07% 207
2025
Q3 		$728K Buy
3,081
+820
+36% +$185K 0.07% 201
2025
Q2 		$520K Sell
2,261
-126
-5% -$28K 0.06% 219
2025
Q1 		$564K Buy
2,387
+749
+46% +$180K 0.08% 182
2024
Q4 		$374K Sell
1,638
-767
-32% -$182K 0.08% 234
2024
Q3 		$593K Buy
2,405
+370
+18% +$89.7K 0.13% 173
2024
Q2 		$460K Buy
2,035
+478
+31% +$112K 0.12% 170
2024
Q1 		$383K Buy
1,557
+201
+15% +$49.5K 0.11% 186
2023
Q4 		$333K Buy
1,356
+229
+20% +$50.3K 0.12% 163
2023
Q3 		$229K Buy
+1,127
New +$245K 0.1% 185
2023
Q1 		– Sell
-1,047
Closed -$217K – 211
2022
Q4 		$217K Sell
1,047
-272
-21% -$55.8K 0.11% 162
2022
Q3 		$257K Buy
+1,319
New +$292K 0.14% 147
2022
Q2 		– Sell
-975
Closed -$266K – 196
2022
Q1 		$266K Buy
+975
New +$246K 0.15% 98

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Everhart Financial Group's UNP Position: Q3 2026 in Review

Everhart Financial Group increased its Union Pacific (UNP) stake by 7.2% in Q3 2026, buying an estimated $89.3K and bringing the position to 4,564 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #141.

Everhart Financial Group first reported a position in UNP in Q1 2022 and has held it in 16 quarters since. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Everhart Financial Group held 4,564 shares of Union Pacific worth $1.24M as of Q3 2026.
  • Everhart Financial Group bought 307 Union Pacific shares in Q3 2026, an estimated $89.3K.
  • Union Pacific made up 0.08% of Everhart Financial Group's portfolio in Q3 2026, its #141 holding.
  • Everhart Financial Group first reported a position in Union Pacific in Q1 2022 and has held it in 16 quarters since.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.