SS&H Financial Advisors’s Union Pacific UNP Stock Holding History

SS&H Financial 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	$4.28M	Buy	+15,738	New	+$4.13M	1.1%	23
2025 Q4	$3.64M	Hold	15,738	–	–	1.06%	24
2025 Q3	$3.72M	Hold	15,738	–	–	1.13%	21
2025 Q2	$3.62M	Sell	15,738 -2,000	-11%	-$444K	1.21%	20
2025 Q1	$4.19M	Hold	17,738	–	–	1.56%	14
2024 Q4	$4.04M	Hold	17,738	–	–	1.47%	14
2024 Q3	$4.37M	Hold	17,738	–	–	1.59%	14
2024 Q2	$4.01M	Hold	17,738	–	–	1.57%	15
2024 Q1	$4.36M	Hold	17,738	–	–	1.82%	14
2023 Q4	$4.36M	Hold	17,738	–	–	1.85%	14
2023 Q3	$3.61M	Buy	+17,738	New	+$3.86M	1.69%	15
2023 Q1	$3.57M	Hold	17,738	–	–	1.64%	18
2022 Q4	$3.67M	Hold	17,738	–	–	1.75%	14
2022 Q3	$3.46M	Hold	17,738	–	–	1.79%	15
2022 Q2	$3.78M	Hold	17,738	–	–	1.75%	15
2022 Q1	$4.85M	Buy	+17,738	New	+$4.48M	1.89%	12

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SS&H Financial Advisors's UNP Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Union Pacific (UNP) in Q2 2026: 15,738 shares worth $4.28M. The stake represents 1.1% of the portfolio and ranks #23 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in UNP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in UNP in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.85M in Q1 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

SS&H Financial Advisors held 15,738 shares of Union Pacific worth $4.28M as of Q2 2026.
Union Pacific was a new SS&H Financial Advisors position in Q2 2026.
Union Pacific made up 1.1% of SS&H Financial Advisors's portfolio in Q2 2026, its #23 holding.
SS&H Financial Advisors first reported a position in Union Pacific in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Union Pacific position peaked at $4.85M in Q1 2022.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.