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HHM Wealth Advisors’s Union Pacific UNP Stock Holding History

HHM 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 		$606K Buy
2,226
+73
+3% +$19.2K 0.06% 112
2026
Q1 		$522K Buy
2,153
+73
+4% +$17.9K 0.06% 114
2025
Q4 		$481K Sell
2,080
-787
-27% -$180K 0.06% 117
2025
Q3 		$678K Buy
2,867
+6
+0.2% +$1.35K 0.08% 94
2025
Q2 		$658K Sell
2,861
-448
-14% -$99.5K 0.08% 92
2025
Q1 		$782K Hold
3,309
– – 0.11% 74
2024
Q4 		$755K Buy
3,309
+930
+39% +$220K 0.1% 74
2024
Q3 		$586K Buy
2,379
+8
+0.3% +$1.94K 0.08% 91
2024
Q2 		$537K Sell
2,371
-28
-1% -$6.56K 0.08% 92
2024
Q1 		$590K Hold
2,399
– – 0.1% 71
2023
Q4 		$589K Buy
2,399
+120
+5% +$26.4K 0.1% 66
2023
Q3 		$464K Sell
2,279
-94
-4% -$20.5K 0.09% 74
2023
Q2 		$486K Hold
2,373
– – 0.09% 76
2023
Q1 		$478K Sell
2,373
-18
-0.8% -$3.65K 0.1% 71
2022
Q4 		$495K Hold
2,391
– – 0.11% 67
2022
Q3 		$466K Sell
2,391
-424
-15% -$93.8K 0.12% 62
2022
Q2 		$600K Buy
2,815
+68
+2% +$15.5K 0.15% 55
2022
Q1 		$751K Sell
2,747
-5
-0.2% -$1.26K 0.18% 51
2021
Q4 		$693K Sell
2,752
-27
-1% -$6.39K 0.17% 52
2021
Q3 		$545K Hold
2,779
– – 0.15% 63
2021
Q2 		$611K Buy
2,779
+100
+4% +$22.3K 0.17% 63
2021
Q1 		$591K Buy
2,679
+316
+13% +$66.3K 0.18% 54
2020
Q4 		$492K Buy
2,363
+125
+6% +$25K 0.17% 53
2020
Q3 		$441K Hold
2,238
– – 0.18% 45
2020
Q2 		$378K Buy
2,238
+27
+1% +$4.33K 0.16% 51
2020
Q1 		$312K Buy
2,211
+387
+21% +$64K 0.15% 54
2019
Q4 		$330K Sell
1,824
-211
-10% -$36.1K 0.16% 58
2019
Q3 		$330K Buy
2,035
+342
+20% +$57.5K 0.19% 54
2019
Q2 		$286K Hold
1,693
– – 0.17% 53
2019
Q1 		$283K Sell
1,693
-22
-1% -$3.54K 0.18% 48
2018
Q4 		$237K Buy
+1,715
New +$254K 0.17% 51

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

HHM Wealth Advisors increased its Union Pacific (UNP) stake by 3.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,226 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #112.

HHM Wealth Advisors first reported a position in UNP in Q4 2018 and has held it in 31 quarters since. The position peaked at $782K in Q1 2025. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • HHM Wealth Advisors held 2,226 shares of Union Pacific worth $606K as of Q2 2026.
  • HHM Wealth Advisors bought 73 Union Pacific shares in Q2 2026, an estimated $19.2K.
  • Union Pacific made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • HHM Wealth Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's Union Pacific position peaked at $782K in Q1 2025.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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