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Allen Investment Management’s Union Pacific UNP Stock Holding History

Allen Investment Management’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 		$1.17M Hold
4,804
– – 0.01% 146
2025
Q4 		$1.11M Buy
+4,804
New +$1.1M 0.01% 149
2024
Q1 		– Sell
-15,376
Closed -$3.78M – 218
2023
Q4 		$3.78M Buy
+15,376
New +$3.38M 0.05% 94
2023
Q3 		– Sell
-46,732
Closed -$9.56M – 225
2023
Q2 		$9.56M Sell
46,732
-916
-2% -$182K 0.14% 62
2023
Q1 		$9.59M Sell
47,648
-2,113
-4% -$428K 0.16% 58
2022
Q4 		$10.3M Sell
49,761
-416,686
-89% -$85.5M 0.17% 53
2022
Q3 		$90.9M Buy
466,447
+10,159
+2% +$2.25M 1.57% 18
2022
Q2 		$97.3M Buy
456,288
+2,381
+0.5% +$542K 1.58% 19
2022
Q1 		$124M Buy
453,907
+49,628
+12% +$12.5M 1.66% 17
2021
Q4 		$102M Buy
404,279
+27,194
+7% +$6.44M 1.28% 20
2021
Q3 		$73.9M Sell
377,085
-268,074
-42% -$57.9M 1.01% 25
2021
Q2 		$142M Buy
645,159
+579,168
+878% +$129M 1.91% 17
2021
Q1 		$14.5M Buy
65,991
+58,685
+803% +$12.3M 0.22% 44
2020
Q4 		$1.52M Sell
7,306
-321
-4% -$64.1K 0.03% 94
2020
Q3 		$1.5M Buy
7,627
+317
+4% +$58.9K 0.03% 92
2020
Q2 		$1.24M Hold
7,310
– – 0.03% 96
2020
Q1 		$1.03M Buy
+7,310
New +$1.21M 0.03% 97

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allen Investment Management's UNP Position: Q1 2026 in Review

Allen Investment Management held its Union Pacific (UNP) position steady in Q1 2026 at 4,804 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #146.

Allen Investment Management first reported a position in UNP in Q1 2020 and has held it in 17 quarters since. The position peaked at $142M in Q2 2021. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Allen Investment Management held 4,804 shares of Union Pacific worth $1.17M as of Q1 2026.
  • Allen Investment Management left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up 0.01% of Allen Investment Management's portfolio in Q1 2026, its #146 holding.
  • Allen Investment Management first reported a position in Union Pacific in Q1 2020 and has held it in 17 quarters since.
  • Allen Investment Management's Union Pacific position peaked at $142M in Q2 2021.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.