SRH Advisors’s Union Pacific UNP Stock Holding History

SRH 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 Q1	$315K	Hold	1,300	–	–	0.09%	40
2025 Q4	$301K	Hold	1,300	–	–	0.09%	45
2025 Q3	$307K	Hold	1,300	–	–	0.09%	42
2025 Q2	$299K	Hold	1,300	–	–	0.09%	43
2025 Q1	$307K	Hold	1,300	–	–	0.09%	40
2024 Q4	$296K	Hold	1,300	–	–	0.09%	43
2024 Q3	$320K	Hold	1,300	–	–	0.1%	46
2024 Q2	$294K	Hold	1,300	–	–	0.1%	45
2024 Q1	$320K	Hold	1,300	–	–	0.1%	46
2023 Q4	$319K	Hold	1,300	–	–	0.11%	43
2023 Q3	$265K	Hold	1,300	–	–	0.13%	45
2023 Q2	$262K	Hold	1,300	–	–	0.14%	51
2023 Q1	$262K	Hold	1,300	–	–	0.14%	51
2022 Q4	$269K	Hold	1,300	–	–	0.15%	48
2022 Q3	$253K	Hold	1,300	–	–	0.33%	47
2022 Q2	$277K	Sell	1,300 -100	-7%	-$22.8K	0.34%	46
2022 Q1	$382K	Hold	1,400	–	–	0.42%	43
2021 Q4	$353K	Hold	1,400	–	–	0.4%	44
2021 Q3	$274K	Hold	1,400	–	–	0.33%	48
2021 Q2	$308K	Hold	1,400	–	–	0.38%	42
2021 Q1	$309K	Sell	1,400 -100	-7%	-$21K	0.44%	40
2020 Q4	$312K	Hold	1,500	–	–	0.52%	33
2020 Q3	$295K	Buy	1,500 +300	+25%	+$55.8K	0.57%	31
2020 Q2	$203K	Hold	1,200	–	–	0.5%	38
2020 Q1	$169K	Hold	1,200	–	–	0.47%	43
2019 Q4	$217K	Hold	1,200	–	–	0.7%	32
2019 Q3	$194K	Hold	1,200	–	–	0.65%	35
2019 Q2	$203K	Hold	1,200	–	–	0.69%	35
2019 Q1	$201K	Sell	1,200 -400	-25%	-$64.4K	0.71%	35
2018 Q4	$221K	Hold	1,600	–	–	0.85%	27
2018 Q3	$261K	Hold	1,600	–	–	0.89%	25
2018 Q2	$227K	Hold	1,600	–	–	0.85%	27
2018 Q1	$215K	Hold	1,600	–	–	0.85%	27
2017 Q4	$215K	Hold	1,600	–	–	0.85%	28
2017 Q3	$186K	Hold	1,600	–	–	0.79%	32
2017 Q2	$174K	Hold	1,600	–	–	0.83%	33
2017 Q1	$169K	Hold	1,600	–	–	0.79%	32
2016 Q4	$166K	Hold	1,600	–	–	0.82%	31
2016 Q3	$156K	Hold	1,600	–	–	0.81%	34
2016 Q2	$140K	Hold	1,600	–	–	0.74%	34
2016 Q1	$127K	Hold	1,600	–	–	0.7%	36
2015 Q4	$125K	Hold	1,600	–	–	0.73%	36
2015 Q3	$141K	Hold	1,600	–	–	0.83%	30
2015 Q2	$153K	Hold	1,600	–	–	0.97%	26
2015 Q1	$173K	Hold	1,600	–	–	1.14%	18
2014 Q4	$191K	Hold	1,600	–	–	1.3%	16
2014 Q3	$173K	Hold	1,600	–	–	1.33%	20
2014 Q2	$160K	Hold	1,600	–	–	1.26%	21
2014 Q1	$150K	Sell	1,600 -400	-20%	-$35.5K	1.2%	22
2013 Q4	$168K	Buy	+2,000	New	+$158K	1.65%	17

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

SRH Advisors's UNP Position: Q1 2026 in Review

SRH Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 1,300 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #40.

SRH Advisors first reported a position in UNP in Q4 2013 and has held it in 50 quarters since. The position peaked at $382K in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

SRH Advisors held 1,300 shares of Union Pacific worth $315K as of Q1 2026.
SRH Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.09% of SRH Advisors's portfolio in Q1 2026, its #40 holding.
SRH Advisors first reported a position in Union Pacific in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Union Pacific position peaked at $382K in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.