Montz Harcus Wealth Management’s Union Pacific UNP Stock Holding History

Montz Harcus 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 Q3	$214K	Buy	785 +6	+0.8%	+$1.75K	0.07%	94
2026 Q2	$212K	Sell	779 -57	-7%	-$15K	0.08%	96
2026 Q1	$203K	Buy	+836	New	+$205K	0.08%	90

Other funds holding UNP

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Montz Harcus Wealth Management's UNP Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Union Pacific (UNP) stake by 0.77% in Q3 2026, buying an estimated $1.75K and bringing the position to 785 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #94.

Montz Harcus Wealth Management first reported a position in UNP in Q1 2026 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Montz Harcus Wealth Management held 785 shares of Union Pacific worth $214K as of Q3 2026.
Montz Harcus Wealth Management bought 6 Union Pacific shares in Q3 2026, an estimated $1.75K.
Union Pacific made up 0.07% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #94 holding.
Montz Harcus Wealth Management first reported a position in Union Pacific in Q1 2026 and has held it in 3 quarters since.
156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.