Values First Advisors’s Union Pacific UNP Stock Holding History

Values First 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 Q3	$385K	Buy	1,416 +540	+62%	+$157K	0.18%	126
2026 Q2	$238K	Buy	+876	New	+$230K	0.11%	163
2025 Q3	–	Sell	-1,820	Closed	-$419K	–	184
2025 Q2	$419K	Buy	1,820 +853	+88%	+$189K	0.23%	116
2025 Q1	$228K	Sell	967 -374	-28%	-$90K	0.13%	154
2024 Q4	$306K	Buy	1,341 +919	+218%	+$218K	0.17%	138
2024 Q3	$104K	Buy	+422	New	+$102K	0.06%	180

Other funds holding UNP

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Values First Advisors's UNP Position: Q3 2026 in Review

Values First Advisors increased its Union Pacific (UNP) stake by 62% in Q3 2026, buying an estimated $157K and bringing the position to 1,416 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #126.

Values First Advisors first reported a position in UNP in Q3 2024 and has held it in 6 quarters since. The position peaked at $419K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Values First Advisors held 1,416 shares of Union Pacific worth $385K as of Q3 2026.
Values First Advisors bought 540 Union Pacific shares in Q3 2026, an estimated $157K.
Union Pacific made up 0.18% of Values First Advisors's portfolio in Q3 2026, its #126 holding.
Values First Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 6 quarters since.
Values First Advisors's Union Pacific position peaked at $419K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.