Howard Financial Services’s Union Pacific UNP Stock Holding History

Howard Financial Services’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	$370K	Buy	1,361 +94	+7%	+$24.7K	0.04%	171
2026 Q1	$307K	Buy	1,267 +161	+15%	+$39.4K	0.03%	168
2025 Q4	$256K	Buy	1,106 +200	+22%	+$45.7K	0.03%	174
2025 Q3	$214K	Sell	906 -3	-0.3%	-$676	0.03%	177
2025 Q2	$209K	Buy	909 +17	+2%	+$3.77K	0.03%	170
2025 Q1	$211K	Buy	+892	New	+$215K	0.03%	170
2024 Q1	–	Sell	-819	Closed	-$201K	–	166
2023 Q4	$201K	Buy	+819	New	+$180K	0.04%	144
2021 Q3	–	Sell	-1,272	Closed	-$280K	–	136
2021 Q2	$280K	Buy	1,272 +150	+13%	+$33.4K	0.11%	93
2021 Q1	$247K	Buy	+1,122	New	+$236K	0.11%	102
2020 Q1	–	Sell	-3,965	Closed	-$717K	–	130
2019 Q4	$717K	Buy	3,965 +7	+0.2%	+$1.2K	0.44%	40
2019 Q3	$641K	Buy	3,958 +3	+0.1%	+$504	0.42%	42
2019 Q2	$669K	Buy	3,955 +1	+0%	+$171	0.46%	42
2019 Q1	$661K	Hold	3,954	–	–	0.47%	40
2018 Q4	$547K	Buy	+3,954	New	+$586K	0.42%	45

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

Howard Financial Services's UNP Position: Q2 2026 in Review

Howard Financial Services increased its Union Pacific (UNP) stake by 7.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,361 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #171.

Howard Financial Services first reported a position in UNP in Q4 2018 and has held it in 14 quarters since. The position peaked at $717K in Q4 2019. 1,014 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Howard Financial Services held 1,361 shares of Union Pacific worth $370K as of Q2 2026.
Howard Financial Services bought 94 Union Pacific shares in Q2 2026, an estimated $24.7K.
Union Pacific made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #171 holding.
Howard Financial Services first reported a position in Union Pacific in Q4 2018 and has held it in 14 quarters since.
Howard Financial Services's Union Pacific position peaked at $717K in Q4 2019.
1,014 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.