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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Athena Investment Management's UNP Position: Q1 2026 in Review

Athena Investment Management reduced its Union Pacific (UNP) stake by 0.46% in Q1 2026, selling an estimated $979 and leaving 873 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #150.

Athena Investment Management first reported a position in UNP in Q1 2022 and has held it in 17 quarters since. The position peaked at $330K in Q1 2022. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Athena Investment Management held 873 shares of Union Pacific worth $212K as of Q1 2026.
Athena Investment Management sold 4 Union Pacific shares in Q1 2026, an estimated $979.
Union Pacific made up 0.11% of Athena Investment Management's portfolio in Q1 2026, its #150 holding.
Athena Investment Management first reported a position in Union Pacific in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Union Pacific position peaked at $330K in Q1 2022.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.