Evermay Wealth Management’s Union Pacific UNP Stock Holding History

Evermay Wealth Management’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	$690K	Buy	2,537 +867	+52%	+$228K	0.07%	111
2026 Q1	$405K	Buy	1,670 +155	+10%	+$38K	0.04%	135
2025 Q4	$350K	Sell	1,515 -330	-18%	-$75.3K	0.04%	148
2025 Q3	$436K	Sell	1,845 -70	-4%	-$15.8K	0.05%	137
2025 Q2	$441K	Buy	1,915 +130	+7%	+$28.9K	0.05%	138
2025 Q1	$422K	Sell	1,785 -167	-9%	-$40.2K	0.06%	133
2024 Q4	$445K	Sell	1,952 -117	-6%	-$27.7K	0.07%	130
2024 Q3	$510K	Buy	2,069 +90	+5%	+$21.8K	0.08%	123
2024 Q2	$448K	Buy	1,979 +127	+7%	+$29.8K	0.07%	133
2024 Q1	$455K	Buy	1,852 +9	+0.5%	+$2.21K	0.07%	134
2023 Q4	$453K	Buy	1,843 +30	+2%	+$6.6K	0.08%	114
2023 Q3	$369K	Buy	1,813 +94	+5%	+$20.5K	0.08%	116
2023 Q2	$352K	Sell	1,719 -32	-2%	-$6.36K	0.07%	127
2023 Q1	$352K	Buy	1,751 +131	+8%	+$26.5K	0.07%	120
2022 Q4	$335K	Sell	1,620 -730	-31%	-$150K	0.07%	126
2022 Q3	$458K	Buy	2,350 +85	+4%	+$18.8K	0.09%	96
2022 Q2	$483K	Sell	2,265 -805	-26%	-$183K	0.09%	91
2022 Q1	$839K	Buy	3,070 +3	+0.1%	+$758	0.14%	73
2021 Q4	$773K	Buy	3,067 +10	+0.3%	+$2.37K	0.14%	59
2021 Q3	$599K	Sell	3,057 -2,522	-45%	-$545K	0.12%	71
2021 Q2	$1.23M	Hold	5,579	–	–	0.23%	43
2021 Q1	$1.23M	Buy	5,579 +145	+3%	+$30.4K	0.25%	41
2020 Q4	$1.13M	Buy	5,434 +1,004	+23%	+$201K	0.25%	39
2020 Q3	$872K	Hold	4,430	–	–	0.21%	46
2020 Q2	$749K	Buy	4,430 +2,250	+103%	+$361K	0.2%	53
2020 Q1	$307K	Hold	2,180	–	–	0.09%	99
2019 Q4	$394K	Buy	+2,180	New	+$373K	0.1%	102
2018 Q1	–	Sell	-1,933	Closed	-$259K	–	150
2017 Q4	$259K	Sell	1,933 -50	-3%	-$6.03K	0.09%	118
2017 Q3	$230K	Hold	1,983	–	–	0.1%	94
2017 Q2	$216K	Hold	1,983	–	–	0.1%	94
2017 Q1	$210K	Buy	+1,983	New	+$211K	0.09%	97
2015 Q4	–	Sell	-2,473	Closed	-$219K	–	84
2015 Q3	$219K	Buy	2,473 +119	+5%	+$10.9K	0.13%	75
2015 Q2	$225K	Buy	+2,354	New	+$245K	0.13%	75

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Evermay Wealth Management's UNP Position: Q2 2026 in Review

Evermay Wealth Management increased its Union Pacific (UNP) stake by 52% in Q2 2026, buying an estimated $228K and bringing the position to 2,537 shares worth $690K. The position accounts for 0.07% of the portfolio, ranked #111.

Evermay Wealth Management first reported a position in UNP in Q2 2015 and has held it in 33 quarters since. The position peaked at $1.23M in Q1 2021. 1,014 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Evermay Wealth Management held 2,537 shares of Union Pacific worth $690K as of Q2 2026.
Evermay Wealth Management bought 867 Union Pacific shares in Q2 2026, an estimated $228K.
Union Pacific made up 0.07% of Evermay Wealth Management's portfolio in Q2 2026, its #111 holding.
Evermay Wealth Management first reported a position in Union Pacific in Q2 2015 and has held it in 33 quarters since.
Evermay Wealth Management's Union Pacific position peaked at $1.23M in Q1 2021.
1,014 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.