Herold Advisors’s Union Pacific UNP Stock Holding History

Herold 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	$893K	Hold	3,680	–	–	0.2%	113
2025 Q4	$851K	Hold	3,680	–	–	0.19%	119
2025 Q3	$870K	Buy	3,680 +930	+34%	+$210K	0.2%	122
2025 Q2	$633K	Sell	2,750 -1,320	-32%	-$293K	0.13%	167
2025 Q1	$961K	Sell	4,070 -50	-1%	-$12K	0.21%	117
2024 Q4	$940K	Hold	4,120	–	–	0.2%	127
2024 Q3	$1.02M	Hold	4,120	–	–	0.22%	127
2024 Q2	$932K	Hold	4,120	–	–	0.22%	129
2024 Q1	$1.01M	Hold	4,120	–	–	0.25%	124
2023 Q4	$1.01M	Hold	4,120	–	–	0.28%	104
2023 Q3	$839K	Hold	4,120	–	–	0.26%	116
2023 Q2	$843K	Sell	4,120 -103	-2%	-$20.5K	0.26%	111
2023 Q1	$850K	Sell	4,223 -1,184	-22%	-$240K	0.29%	98
2022 Q4	$1.12M	Buy	5,407 +1	+0%	+$205	0.47%	69
2022 Q3	$1.05M	Buy	5,406 +1	+0%	+$221	0.51%	64
2022 Q2	$1.15M	Hold	5,405	–	–	0.51%	67
2022 Q1	$1.48M	Buy	5,405 +100	+2%	+$25.3K	0.53%	60
2021 Q4	$1.34M	Hold	5,305	–	–	0.52%	69
2021 Q3	$1.04M	Buy	+5,305	New	+$1.15M	0.4%	78

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

Herold Advisors's UNP Position: Q1 2026 in Review

Herold Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 3,680 shares worth $893K. The position accounts for 0.2% of the portfolio, ranked #113.

Herold Advisors first reported a position in UNP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Herold Advisors held 3,680 shares of Union Pacific worth $893K as of Q1 2026.
Herold Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.2% of Herold Advisors's portfolio in Q1 2026, its #113 holding.
Herold Advisors first reported a position in Union Pacific in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Union Pacific position peaked at $1.48M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.