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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's UNP Position: Q4 2025 in Review

SS&H Financial Advisors held its Union Pacific (UNP) position steady in Q4 2025 at 15,738 shares worth $3.64M. The position accounts for 1.06% of the portfolio, ranked #24.

SS&H Financial Advisors first reported a position in UNP in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q1 2022. 2,735 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

SS&H Financial Advisors held 15,738 shares of Union Pacific worth $3.64M as of Q4 2025.
SS&H Financial Advisors left its Union Pacific share count unchanged in Q4 2025.
Union Pacific made up 1.06% of SS&H Financial Advisors's portfolio in Q4 2025, its #24 holding.
SS&H Financial Advisors first reported a position in Union Pacific in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Union Pacific position peaked at $4.85M in Q1 2022.
2,735 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.