Athena Investment Management’s Union Pacific UNP Stock Holding History

Athena 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 Q2	–	Sell	-873	Closed	-$212K	–	153
2026 Q1	$212K	Sell	873 -4	-0.5%	-$979	0.11%	150
2025 Q4	$203K	Hold	877	–	–	0.1%	152
2025 Q3	$207K	Hold	877	–	–	0.11%	150
2025 Q2	$202K	Sell	877 -25	-3%	-$5.55K	0.11%	151
2025 Q1	$213K	Sell	902 -100	-10%	-$24.1K	0.13%	139
2024 Q4	$228K	Hold	1,002	–	–	0.13%	141
2024 Q3	$247K	Hold	1,002	–	–	0.14%	134
2024 Q2	$227K	Hold	1,002	–	–	0.14%	133
2024 Q1	$246K	Sell	1,002 -35	-3%	-$8.61K	0.15%	131
2023 Q4	$255K	Hold	1,037	–	–	0.17%	124
2023 Q3	$211K	Sell	1,037 -305	-23%	-$66.4K	0.15%	127
2023 Q2	$275K	Hold	1,342	–	–	0.19%	114
2023 Q1	$270K	Sell	1,342 -30	-2%	-$6.08K	0.19%	114
2022 Q4	$284K	Buy	1,372 +222	+19%	+$45.5K	0.21%	109
2022 Q3	$224K	Sell	1,150 -72	-6%	-$15.9K	0.19%	117
2022 Q2	$261K	Hold	1,222	–	–	0.21%	112
2022 Q1	$330K	Buy	+1,222	New	+$309K	0.26%	87

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Athena Investment Management's UNP Position: Q2 2026 in Review

Athena Investment Management sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 873 shares — an estimated $212K sold.

Athena Investment Management first reported a position in UNP in Q1 2022 and held it in 17 quarters. The position peaked at $330K in Q1 2022. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Athena Investment Management reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
Athena Investment Management sold 873 Union Pacific shares in Q2 2026, an estimated $212K.
Athena Investment Management first reported a position in Union Pacific in Q1 2022 and held it in 17 quarters.
Athena Investment Management's Union Pacific position peaked at $330K in Q1 2022.
2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.