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Aull & Monroe Investment Management’s Union Pacific UNP Stock Holding History

Aull & Monroe 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 		$2.29M Hold
8,414
– – 0.96% 34
2026
Q1 		$2.04M Buy
8,414
+75
+0.9% +$18.4K 0.95% 36
2025
Q4 		$1.93M Sell
8,339
-60
-0.7% -$13.7K 0.97% 37
2025
Q3 		$1.99M Buy
8,399
+60
+0.7% +$13.5K 1.01% 35
2025
Q2 		$1.92M Sell
8,339
-700
-8% -$155K 1.03% 33
2025
Q1 		$2.14M Sell
9,039
-45
-0.5% -$10.8K 1.06% 33
2024
Q4 		$2.07M Sell
9,084
-20
-0.2% -$4.74K 1.06% 33
2024
Q3 		$2.24M Sell
9,104
-100
-1% -$24.2K 1.04% 32
2024
Q2 		$2.08M Sell
9,204
-900
-9% -$211K 1.02% 34
2024
Q1 		$2.48M Sell
10,104
-100
-1% -$24.6K 1.14% 30
2023
Q4 		$2.51M Hold
10,204
– – 1.24% 27
2023
Q3 		$2.08M Sell
10,204
-100
-1% -$21.8K 1.08% 30
2023
Q2 		$2.11M Hold
10,304
– – 1.06% 33
2023
Q1 		$2.07M Hold
10,304
– – 1.06% 34
2022
Q4 		$2.13M Hold
10,304
– – 1.06% 35
2022
Q3 		$2.01M Sell
10,304
-150
-1% -$33.2K 1.1% 33
2022
Q2 		$2.23M Sell
10,454
-50
-0.5% -$11.4K 1.13% 32
2022
Q1 		$2.87M Sell
10,504
-140
-1% -$35.4K 1.29% 27
2021
Q4 		$2.68M Hold
10,644
– – 1.2% 30
2021
Q3 		$2.09M Hold
10,644
– – 1.03% 36
2021
Q2 		$2.34M Sell
10,644
-100
-0.9% -$22.3K 1.11% 32
2021
Q1 		$2.37M Sell
10,744
-125
-1% -$26.2K 1.15% 32
2020
Q4 		$2.26M Hold
10,869
– – 1.21% 31
2020
Q3 		$2.14M Sell
10,869
-25
-0.2% -$4.65K 1.26% 24
2020
Q2 		$1.84M Sell
10,894
-100
-0.9% -$16K 1.14% 28
2020
Q1 		$1.55M Hold
10,994
– – 1.04% 35
2019
Q4 		$1.99M Hold
10,994
– – 1.01% 36
2019
Q3 		$1.78M Sell
10,994
-2,050
-16% -$345K 0.94% 39
2019
Q2 		$2.21M Sell
13,044
-200
-2% -$34.3K 1.17% 31
2019
Q1 		$2.21M Hold
13,244
– – 1.19% 27
2018
Q4 		$1.83M Sell
13,244
-775
-6% -$115K 1.05% 37
2018
Q3 		$2.28M Buy
14,019
+125
+0.9% +$18.8K 1.1% 32
2018
Q2 		$1.97M Sell
13,894
-150
-1% -$20.9K 1.01% 35
2018
Q1 		$1.89M Hold
14,044
– – 0.98% 37
2017
Q4 		$1.88M Sell
14,044
-910
-6% -$110K 0.95% 38
2017
Q3 		$1.73M Hold
14,954
– – 0.89% 39
2017
Q2 		$1.63M Hold
14,954
– – 0.87% 41
2017
Q1 		$1.58M Sell
14,954
-275
-2% -$29.3K 0.85% 43
2016
Q4 		$1.58M Hold
15,229
– – 0.89% 40
2016
Q3 		$1.49M Hold
15,229
– – 0.85% 40
2016
Q2 		$1.33M Buy
15,229
+81
+0.5% +$6.85K 0.77% 45
2016
Q1 		$1.21M Buy
15,148
+3,300
+28% +$255K 0.72% 48
2015
Q4 		$927K Sell
11,848
-250
-2% -$21.4K 0.57% 62
2015
Q3 		$1.07M Buy
12,098
+1,065
+10% +$97.2K 0.69% 56
2015
Q2 		$1.07M Buy
11,033
+1,415
+15% +$148K 0.63% 57
2015
Q1 		$1.04M Sell
9,618
-196
-2% -$23K 0.58% 62
2014
Q4 		$1.17M Sell
9,814
-200
-2% -$23K 0.64% 56
2014
Q3 		$1.09M Sell
10,014
-102
-1% -$10.6K 0.58% 63
2014
Q2 		$1.01M Buy
10,116
+40
+0.4% +$3.88K 0.54% 65
2014
Q1 		$945K Hold
10,076
– – 0.54% 66
2013
Q4 		$847K Hold
10,076
– – 0.49% 69
2013
Q3 		$783K Hold
10,076
– – 0.51% 66
2013
Q2 		$777K Buy
+10,076
New +$759K 0.52% 65

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Aull & Monroe Investment Management's UNP Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Union Pacific (UNP) position steady in Q2 2026 at 8,414 shares worth $2.29M. The position accounts for 0.96% of the portfolio, ranked #34.

Aull & Monroe Investment Management first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.87M in Q1 2022. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Aull & Monroe Investment Management held 8,414 shares of Union Pacific worth $2.29M as of Q2 2026.
  • Aull & Monroe Investment Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.96% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #34 holding.
  • Aull & Monroe Investment Management first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Union Pacific position peaked at $2.87M in Q1 2022.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.