EFG
UNP icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Everhart Financial Group's UNP Position: Q2 2026 in Review

Everhart Financial Group reduced its Union Pacific (UNP) stake by 0.88% in Q2 2026, selling an estimated $9.98K and leaving 4,257 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #145.

Everhart Financial Group first reported a position in UNP in Q1 2022 and has held it in 15 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Everhart Financial Group held 4,257 shares of Union Pacific worth $1.16M as of Q2 2026.
  • Everhart Financial Group sold 38 Union Pacific shares in Q2 2026, an estimated $9.98K.
  • Union Pacific made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #145 holding.
  • Everhart Financial Group first reported a position in Union Pacific in Q1 2022 and has held it in 15 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.