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Novus Advisors’s Union Pacific UNP Stock Holding History

Novus 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 		$670K Hold
2,464
– – 1.4% 22
2026
Q1 		$598K Hold
2,464
– – 1.34% 24
2025
Q4 		$570K Hold
2,464
– – 1.27% 23
2025
Q3 		$582K Hold
2,464
– – 1.34% 23
2025
Q2 		$567K Sell
2,464
-1,000
-29% -$222K 0.86% 38
2025
Q1 		$818K Hold
3,464
– – 0.83% 33
2024
Q4 		$790K Buy
+3,464
New +$820K 0.79% 35

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Novus Advisors's UNP Position: Q2 2026 in Review

Novus Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 2,464 shares worth $670K. The position accounts for 1.4% of the portfolio, ranked #22.

Novus Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $818K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Novus Advisors held 2,464 shares of Union Pacific worth $670K as of Q2 2026.
  • Novus Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 1.4% of Novus Advisors's portfolio in Q2 2026, its #22 holding.
  • Novus Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Novus Advisors's Union Pacific position peaked at $818K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.