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Annis Gardner Whiting Capital Advisors’s Union Pacific UNP Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		$1.22M Buy
4,494
+150
+3% +$39.4K 0.18% 99
2026
Q1 		$1.05M Buy
4,344
+609
+16% +$149K 0.17% 101
2025
Q4 		$864K Buy
3,735
+1,263
+51% +$288K 0.16% 115
2025
Q3 		$584K Buy
2,472
+1,397
+130% +$315K 0.12% 146
2025
Q2 		$247K Sell
1,075
-40
-4% -$8.88K 0.09% 195
2025
Q1 		$263K Buy
1,115
+29
+3% +$6.98K 0.11% 162
2024
Q4 		$248K Sell
1,086
-5
-0.5% -$1.18K 0.07% 191
2024
Q3 		$269K Sell
1,091
-306
-22% -$74.2K 0.08% 188
2024
Q2 		$316K Buy
1,397
+1
+0.1% +$234 0.09% 178
2024
Q1 		$344K Buy
1,396
+332
+31% +$81.7K 0.12% 134
2023
Q4 		$261K Buy
1,064
+232
+28% +$51K 0.12% 134
2023
Q3 		$169K Buy
+832
New +$181K 0.09% 155

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Annis Gardner Whiting Capital Advisors's UNP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Union Pacific (UNP) stake by 3.5% in Q2 2026, buying an estimated $39.4K and bringing the position to 4,494 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #99.

Annis Gardner Whiting Capital Advisors first reported a position in UNP in Q3 2023 and has held it in 12 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,494 shares of Union Pacific worth $1.22M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 150 Union Pacific shares in Q2 2026, an estimated $39.4K.
  • Union Pacific made up 0.18% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Union Pacific in Q3 2023 and has held it in 12 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.