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Aptus Capital Advisors’s Union Pacific UNP Stock Holding History

Aptus 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
Q1 		– Sell
-1,200
Closed -$278K – 1786
2025
Q4 		$278K Hold
1,200
– – ﹤0.01% 912
2025
Q3 		$284K Buy
+1,200
New +$270K ﹤0.01% 859

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

Aptus Capital Advisors's UNP Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Union Pacific (UNP) stake by 8.9% in Q1 2026, selling an estimated $752K and leaving 31,504 shares worth $7.64M. The position accounts for 0.06% of the portfolio, ranked #264.

Aptus Capital Advisors first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.5M in Q1 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Aptus Capital Advisors held 31,504 shares of Union Pacific worth $7.64M as of Q1 2026.
  • Aptus Capital Advisors sold 3,071 Union Pacific shares in Q1 2026, an estimated $752K.
  • Union Pacific made up 0.06% of Aptus Capital Advisors's portfolio in Q1 2026, its #264 holding.
  • Aptus Capital Advisors first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's Union Pacific position peaked at $22.5M in Q1 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.