Stiles Financial Services’s Union Pacific UNP Stock Holding History

Stiles Financial Services’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	$1.32M	Buy	5,431 +922	+20%	+$226K	0.4%	70
2025 Q4	$1.04M	Buy	4,509 +169	+4%	+$38.6K	0.32%	83
2025 Q3	$1.03M	Buy	4,340 +778	+22%	+$175K	0.32%	82
2025 Q2	$820K	Buy	3,562 +599	+20%	+$133K	0.28%	89
2025 Q1	$700K	Buy	2,963 +48	+2%	+$11.6K	0.27%	92
2024 Q4	$664K	Buy	2,915 +666	+30%	+$158K	0.24%	97
2024 Q3	$555K	Buy	2,249 +42	+2%	+$10.2K	0.2%	104
2024 Q2	$500K	Buy	2,207 +337	+18%	+$79K	0.19%	100
2024 Q1	$460K	Buy	1,870 +325	+21%	+$80K	0.18%	109
2023 Q4	$380K	Buy	+1,545	New	+$340K	0.17%	118
2023 Q3	–	Sell	-979	Closed	-$200K	–	196
2023 Q2	$200K	Buy	+979	New	+$195K	0.1%	184

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

Stiles Financial Services's UNP Position: Q1 2026 in Review

Stiles Financial Services increased its Union Pacific (UNP) stake by 20% in Q1 2026, buying an estimated $226K and bringing the position to 5,431 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #70.

Stiles Financial Services first reported a position in UNP in Q2 2023 and has held it in 11 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Stiles Financial Services held 5,431 shares of Union Pacific worth $1.32M as of Q1 2026.
Stiles Financial Services bought 922 Union Pacific shares in Q1 2026, an estimated $226K.
Union Pacific made up 0.4% of Stiles Financial Services's portfolio in Q1 2026, its #70 holding.
Stiles Financial Services first reported a position in Union Pacific in Q2 2023 and has held it in 11 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.