Apella Capital
UNP icon

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
Q3 		$4.2M Sell
15,276
-353
-2% -$103K 0.05% 194
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Apella Capital's UNP Position: Q3 2026 in Review

Apella Capital reduced its Union Pacific (UNP) stake by 2.3% in Q3 2026, selling an estimated $103K and leaving 15,276 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #194.

Apella Capital first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q2 2026. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Apella Capital held 15,276 shares of Union Pacific worth $4.2M as of Q3 2026.
  • Apella Capital sold 353 Union Pacific shares in Q3 2026, an estimated $103K.
  • Union Pacific made up 0.05% of Apella Capital's portfolio in Q3 2026, its #194 holding.
  • Apella Capital first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Apella Capital's Union Pacific position peaked at $4.42M in Q2 2026.
  • 1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.