Phoenix Financial’s Union Pacific UNP Stock Holding History

Phoenix Financial’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	$3.43M	Sell	14,145 -2,692	-16%	-$659K	0.03%	140
2025 Q4	$3.89M	Sell	16,837 -1,333	-7%	-$304K	0.04%	147
2025 Q3	$4.3M	Sell	18,170 -16,251	-47%	-$3.66M	0.05%	141
2025 Q2	$7.92M	Sell	34,421 -7,057	-17%	-$1.57M	0.1%	105
2025 Q1	$9.8M	Buy	41,478 +8,925	+27%	+$2.15M	0.15%	96
2024 Q4	$7.42M	Buy	32,553 +14,219	+78%	+$3.37M	0.1%	106
2024 Q3	$4.84M	Buy	18,334 +12,518	+215%	+$3.04M	0.07%	139
2024 Q2	$1.63M	Sell	5,816 -141,377	-96%	-$33.1M	0.02%	193
2024 Q1	$36.5M	Sell	147,193 -378,792	-72%	-$93.2M	0.5%	45
2023 Q4	$145M	Sell	525,985 -112,615	-18%	-$24.8M	2.41%	9
2023 Q3	$131M	Hold	638,600	–	–	2.4%	11
2023 Q2	$132M	Sell	638,600 -1,314	-0.2%	-$261K	2.69%	13
2023 Q1	$129M	Buy	+639,914	New	+$130M	2.89%	11

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's UNP Position: Q1 2026 in Review

Phoenix Financial reduced its Union Pacific (UNP) stake by 16% in Q1 2026, selling an estimated $659K and leaving 14,145 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #140.

Phoenix Financial first reported a position in UNP in Q1 2023 and has held it in 13 quarters since. The position peaked at $145M in Q4 2023. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Phoenix Financial held 14,145 shares of Union Pacific worth $3.43M as of Q1 2026.
Phoenix Financial sold 2,692 Union Pacific shares in Q1 2026, an estimated $659K.
Union Pacific made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #140 holding.
Phoenix Financial first reported a position in Union Pacific in Q1 2023 and has held it in 13 quarters since.
Phoenix Financial's Union Pacific position peaked at $145M in Q4 2023.
2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.