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Apella Capital’s Union Pacific UNP Stock Holding History

Apella Capital’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 		$4.42M Sell
15,629
-269
-2% -$70.6K 0.06% 175
2026
Q1 		$3.99M Buy
15,898
+3,220
+25% +$788K 0.06% 184
2025
Q4 		$2.93M Buy
12,678
+2,784
+28% +$635K 0.06% 171
2025
Q3 		$2.22M Buy
9,894
+433
+5% +$97.6K 0.05% 177
2025
Q2 		$2.23M Sell
9,461
-130
-1% -$28.9K 0.06% 157
2025
Q1 		$2.14M Buy
9,591
+8,413
+714% +$2.03M 0.07% 134
2024
Q4 		$269K Buy
1,178
+193
+20% +$45.7K 0.01% 300
2024
Q3 		$240K Buy
+985
New +$239K 0.01% 296
2024
Q2 		– Sell
-855
Closed -$206K – 319
2024
Q1 		$206K Sell
855
-7
-0.8% -$1.72K 0.01% 282
2023
Q4 		$208K Buy
+862
New +$190K 0.01% 277

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Apella Capital's UNP Position: Q2 2026 in Review

Apella Capital reduced its Union Pacific (UNP) stake by 1.7% in Q2 2026, selling an estimated $70.6K and leaving 15,629 shares worth $4.42M. The position accounts for 0.06% of the portfolio, ranked #175.

Apella Capital first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. 662 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Apella Capital held 15,629 shares of Union Pacific worth $4.42M as of Q2 2026.
  • Apella Capital sold 269 Union Pacific shares in Q2 2026, an estimated $70.6K.
  • Union Pacific made up 0.06% of Apella Capital's portfolio in Q2 2026, its #175 holding.
  • Apella Capital first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
  • 662 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.