Birch Hill Investment Advisors’s Union Pacific UNP Stock Holding History

Birch Hill Investment 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 Q2	$2.12M	Hold	7,778	–	–	0.09%	83
2026 Q1	$1.89M	Sell	7,778 -255	-3%	-$62.4K	0.08%	86
2025 Q4	$1.86M	Sell	8,033 -295	-4%	-$67.3K	0.08%	89
2025 Q3	$1.97M	Hold	8,328	–	–	0.08%	86
2025 Q2	$1.92M	Sell	8,328 -230	-3%	-$51.1K	0.09%	82
2025 Q1	$2.02M	Buy	8,558 +117	+1%	+$28.2K	0.1%	87
2024 Q4	$1.92M	Sell	8,441 -270	-3%	-$63.9K	0.09%	88
2024 Q3	$2.15M	Sell	8,711 -1,205	-12%	-$292K	0.1%	83
2024 Q2	$2.24M	Sell	9,916 -1,010	-9%	-$237K	0.11%	80
2024 Q1	$2.69M	Sell	10,926 -280	-2%	-$68.9K	0.13%	80
2023 Q4	$2.75M	Sell	11,206 -1,332	-11%	-$293K	0.15%	69
2023 Q3	$2.55M	Sell	12,538 -13,779	-52%	-$3M	0.15%	68
2023 Q2	$5.38M	Sell	26,317 -99	-0.4%	-$19.7K	0.31%	49
2023 Q1	$5.32M	Buy	26,416 +135	+0.5%	+$27.4K	0.33%	50
2022 Q4	$5.44M	Buy	26,281 +170	+0.7%	+$34.9K	0.35%	48
2022 Q3	$5.09M	Sell	26,111 -850	-3%	-$188K	0.34%	49
2022 Q2	$5.75M	Sell	26,961 -5,965	-18%	-$1.36M	0.36%	47
2022 Q1	$9M	Sell	32,926 -1,622	-5%	-$410K	0.48%	42
2021 Q4	$8.7M	Sell	34,548 -753	-2%	-$178K	0.43%	44
2021 Q3	$6.92M	Buy	35,301 +653	+2%	+$141K	0.37%	46
2021 Q2	$7.62M	Sell	34,648 -1,394	-4%	-$310K	0.41%	46
2021 Q1	$7.94M	Buy	36,042 +111	+0.3%	+$23.3K	0.45%	42
2020 Q4	$7.48M	Sell	35,931 -1,130	-3%	-$226K	0.45%	41
2020 Q3	$7.3M	Buy	37,061 +412	+1%	+$76.6K	0.49%	37
2020 Q2	$6.2M	Buy	36,649 +1,111	+3%	+$178K	0.45%	39
2020 Q1	$5.01M	Buy	35,538 +769	+2%	+$127K	0.44%	39
2019 Q4	$6.29M	Buy	34,769 +6,367	+22%	+$1.09M	0.42%	44
2019 Q3	$4.6M	Sell	28,402 -424	-1%	-$71.3K	0.33%	49
2019 Q2	$4.88M	Buy	28,826 +150	+0.5%	+$25.7K	0.36%	49
2019 Q1	$4.79M	Buy	28,676 +130	+0.5%	+$20.9K	0.37%	50
2018 Q4	$3.95M	Sell	28,546 -400	-1%	-$59.3K	0.34%	49
2018 Q3	$4.71M	Buy	28,946 +7,350	+34%	+$1.11M	0.34%	53
2018 Q2	$3.06M	Buy	21,596 +14,605	+209%	+$2.04M	0.24%	57
2018 Q1	$940K	Sell	6,991 -280	-4%	-$37.7K	0.08%	79
2017 Q4	$975K	Hold	7,271	–	–	0.08%	80
2017 Q3	$843K	Hold	7,271	–	–	0.07%	82
2017 Q2	$792K	Hold	7,271	–	–	0.07%	83
2017 Q1	$770K	Sell	7,271 -396	-5%	-$42.2K	0.07%	84
2016 Q4	$795K	Sell	7,667 -100	-1%	-$9.83K	0.07%	81
2016 Q3	$758K	Buy	7,767 +473	+6%	+$44.2K	0.07%	82
2016 Q2	$636K	Sell	7,294 -1,000	-12%	-$84.6K	0.06%	87
2016 Q1	$660K	Sell	8,294 -95	-1%	-$7.34K	0.07%	86
2015 Q4	$656K	Buy	8,389 +15	+0.2%	+$1.29K	0.07%	88
2015 Q3	$740K	Sell	8,374 -400	-5%	-$36.5K	0.08%	83
2015 Q2	$837K	Sell	8,774 -40	-0.5%	-$4.17K	0.09%	86
2015 Q1	$955K	Sell	8,814 -1,440	-14%	-$169K	0.1%	85
2014 Q4	$1.22M	Hold	10,254	–	–	0.12%	77
2014 Q3	$1.11M	Buy	10,254 +1,808	+21%	+$187K	0.12%	77
2014 Q2	$842K	Hold	8,446	–	–	0.09%	85
2014 Q1	$792K	Sell	8,446 -534	-6%	-$47.4K	0.09%	86
2013 Q4	$754K	Sell	8,980 -120	-1%	-$9.5K	0.08%	91
2013 Q3	$707K	Buy	9,100 +178	+2%	+$14.1K	0.08%	94
2013 Q2	$688K	Buy	+8,922	New	+$672K	0.09%	92

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Birch Hill Investment Advisors's UNP Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 7,778 shares worth $2.12M. The position accounts for 0.09% of the portfolio, ranked #83.

Birch Hill Investment Advisors first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $9M in Q1 2022. 1,260 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Birch Hill Investment Advisors held 7,778 shares of Union Pacific worth $2.12M as of Q2 2026.
Birch Hill Investment Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.09% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #83 holding.
Birch Hill Investment Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's Union Pacific position peaked at $9M in Q1 2022.
1,260 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.