Novak & Powell Financial Services’s Union Pacific UNP Stock Holding History

Novak & Powell 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 Q1	$256K	Hold	1,057	–	–	0.14%	139
2025 Q4	$244K	Hold	1,057	–	–	0.13%	137
2025 Q3	$250K	Hold	1,057	–	–	0.13%	138
2025 Q2	$243K	Hold	1,057	–	–	0.17%	126
2025 Q1	$250K	Buy	+1,057	New	+$254K	0.16%	127
2024 Q4	–	Sell	-1,057	Closed	-$260K	–	163
2024 Q3	$260K	Hold	1,057	–	–	0.15%	121
2024 Q2	$239K	Sell	1,057 -144	-12%	-$33.7K	0.15%	122
2024 Q1	$295K	Buy	1,201 +50	+4%	+$12.3K	0.22%	100
2023 Q4	$283K	Buy	+1,151	New	+$253K	0.19%	104

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

Novak & Powell Financial Services's UNP Position: Q1 2026 in Review

Novak & Powell Financial Services held its Union Pacific (UNP) position steady in Q1 2026 at 1,057 shares worth $256K. The position accounts for 0.14% of the portfolio, ranked #139.

Novak & Powell Financial Services first reported a position in UNP in Q4 2023 and has held it in 9 quarters since. The position peaked at $295K in Q1 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Novak & Powell Financial Services held 1,057 shares of Union Pacific worth $256K as of Q1 2026.
Novak & Powell Financial Services left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.14% of Novak & Powell Financial Services's portfolio in Q1 2026, its #139 holding.
Novak & Powell Financial Services first reported a position in Union Pacific in Q4 2023 and has held it in 9 quarters since.
Novak & Powell Financial Services's Union Pacific position peaked at $295K in Q1 2024.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.