AFT Forsyth & Company’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $421K | Hold |
1,734
| – | – | 0.2% | 86 |
|
|
2025
Q4 | $401K | Hold |
1,734
| – | – | 0.17% | 90 |
|
|
2025
Q3 | $410K | Sell |
1,734
-100
| -5% | -$22.5K | 0.2% | 81 |
|
|
2025
Q2 | $422K | Sell |
1,834
-60
| -3% | -$13.3K | 0.22% | 78 |
|
|
2025
Q1 | $447K | Hold |
1,894
| – | – | 0.24% | 84 |
|
|
2024
Q4 | $432K | Hold |
1,894
| – | – | 0.21% | 89 |
|
|
2024
Q3 | $467K | Sell |
1,894
-30
| -2% | -$7.27K | 0.23% | 86 |
|
|
2024
Q2 | $435K | Sell |
1,924
-30
| -2% | -$7.03K | 0.21% | 90 |
|
|
2024
Q1 | $481K | Hold |
1,954
| – | – | 0.27% | 84 |
|
|
2023
Q4 | $480K | Sell |
1,954
-65
| -3% | -$14.3K | 0.3% | 82 |
|
|
2023
Q3 | $411K | Hold |
2,019
| – | – | 0.3% | 83 |
|
|
2023
Q2 | $413K | Buy |
2,019
+25
| +1% | +$4.97K | 0.29% | 89 |
|
|
2023
Q1 | $401K | Hold |
1,994
| – | – | 0.31% | 89 |
|
|
2022
Q4 | $413K | Sell |
1,994
-200
| -9% | -$41K | 0.35% | 89 |
|
|
2022
Q3 | $427K | Hold |
2,194
| – | – | 0.38% | 79 |
|
|
2022
Q2 | $468K | Hold |
2,194
| – | – | 0.38% | 78 |
|
|
2022
Q1 | $599K | Hold |
2,194
| – | – | 0.38% | 73 |
|
|
2021
Q4 | $553K | Buy |
2,194
+14
| +0.6% | +$3.32K | 0.28% | 101 |
|
|
2021
Q3 | $427K | Hold |
2,180
| – | – | 0.23% | 110 |
|
|
2021
Q2 | $479K | Hold |
2,180
| – | – | 0.26% | 110 |
|
|
2021
Q1 | $480K | Hold |
2,180
| – | – | 0.29% | 108 |
|
|
2020
Q4 | $454K | Hold |
2,180
| – | – | 0.28% | 107 |
|
|
2020
Q3 | $429K | Sell |
2,180
-350
| -14% | -$65K | 0.32% | 97 |
|
|
2020
Q2 | $428K | Sell |
2,530
-410
| -14% | -$65.7K | 0.36% | 87 |
|
|
2020
Q1 | $415K | Sell |
2,940
-900
| -23% | -$149K | 0.42% | 84 |
|
|
2019
Q4 | $694K | Sell |
3,840
-64
| -2% | -$11K | 0.53% | 66 |
|
|
2019
Q3 | $632K | Hold |
3,904
| – | – | 0.52% | 66 |
|
|
2019
Q2 | $660K | Sell |
3,904
-190
| -5% | -$32.6K | 0.54% | 63 |
|
|
2019
Q1 | $685K | Hold |
4,094
| – | – | 0.59% | 62 |
|
|
2018
Q4 | $566K | Hold |
4,094
| – | – | 0.56% | 65 |
|
|
2018
Q3 | $667K | Hold |
4,094
| – | – | 0.55% | 62 |
|
|
2018
Q2 | $580K | Hold |
4,094
| – | – | 0.51% | 74 |
|
|
2018
Q1 | $550K | Hold |
4,094
| – | – | 0.51% | 69 |
|
|
2017
Q4 | $549K | Buy |
+4,094
| New | +$494K | 0.54% | 67 |
|
|
2013
Q3 | $344K | Hold |
4,430
| – | – | 0.45% | 75 |
|
|
2013
Q2 | $342K | Buy |
+4,430
| New | +$334K | 0.49% | 68 |
|
Other funds holding UNP
VCM
VPM
AFT Forsyth & Company's UNP Position: Q1 2026 in Review
AFT Forsyth & Company held its Union Pacific (UNP) position steady in Q1 2026 at 1,734 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #86.
AFT Forsyth & Company first reported a position in UNP in Q2 2013 and has held it in 36 quarters since. The position peaked at $694K in Q4 2019. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- AFT Forsyth & Company held 1,734 shares of Union Pacific worth $421K as of Q1 2026.
- AFT Forsyth & Company left its Union Pacific share count unchanged in Q1 2026.
- Union Pacific made up 0.2% of AFT Forsyth & Company's portfolio in Q1 2026, its #86 holding.
- AFT Forsyth & Company first reported a position in Union Pacific in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's Union Pacific position peaked at $694K in Q4 2019.
- 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.