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Houlihan Financial Resource Group’s Union Pacific UNP Stock Holding History

Houlihan Financial Resource 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
Q1 		$292K Hold
1,202
– – 0.11% 96
2025
Q4 		$282K Buy
1,202
+75
+7% +$17.1K 0.11% 97
2025
Q3 		$266K Sell
1,127
-75
-6% -$16.9K 0.23% 68
2025
Q2 		$267K Hold
1,202
– – 0.11% 97
2025
Q1 		$284K Sell
1,202
-200
-14% -$48.1K 0.13% 90
2024
Q4 		$320K Hold
1,402
– – 0.14% 90
2024
Q3 		$346K Buy
+1,402
New +$340K 0.14% 87
2024
Q2 		– Sell
-1,299
Closed -$319K – 92
2024
Q1 		$319K Hold
1,299
– – 0.14% 84
2023
Q4 		$319K Hold
1,299
– – 0.15% 79
2023
Q3 		$269K Buy
+1,299
New +$283K 0.14% 83
2023
Q2 		– Sell
-1,299
Closed -$261K – 168
2023
Q1 		$261K Buy
1,299
+24
+2% +$4.86K 0.14% 80
2022
Q4 		$257K Hold
1,275
– – 0.15% 80
2022
Q3 		$265K Buy
+1,275
New +$282K 0.16% 74
2020
Q3 		$255K Buy
+1,275
New +$237K 0.15% 89
2020
Q1 		– Sell
-1,200
Closed -$217K – 93
2019
Q4 		$217K Buy
+1,200
New +$205K 0.14% 91

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Houlihan Financial Resource Group's UNP Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Union Pacific (UNP) position steady in Q1 2026 at 1,202 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #96.

Houlihan Financial Resource Group first reported a position in UNP in Q4 2019 and has held it in 15 quarters since. The position peaked at $346K in Q3 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Houlihan Financial Resource Group held 1,202 shares of Union Pacific worth $292K as of Q1 2026.
  • Houlihan Financial Resource Group left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up 0.11% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #96 holding.
  • Houlihan Financial Resource Group first reported a position in Union Pacific in Q4 2019 and has held it in 15 quarters since.
  • Houlihan Financial Resource Group's Union Pacific position peaked at $346K in Q3 2024.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.