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Bruce G. Allen Investments’s Union Pacific UNP Stock Holding History

Bruce G. Allen Investments’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 		$392K Sell
1,439
-162
-10% -$42.5K 0.25% 47
2026
Q1 		$389K Sell
1,601
-30
-2% -$7.35K 0.25% 44
2025
Q4 		$377K Buy
1,631
+105
+7% +$24K 0.26% 45
2025
Q3 		$361K Buy
1,526
+70
+5% +$15.8K 0.26% 45
2025
Q2 		$335K Sell
1,456
-40
-3% -$8.88K 0.25% 45
2025
Q1 		$353K Buy
1,496
+27
+2% +$6.5K 0.28% 42
2024
Q4 		$335K Buy
1,469
+136
+10% +$32.2K 0.27% 49
2024
Q3 		$329K Buy
1,333
+22
+2% +$5.33K 0.26% 50
2024
Q2 		$297K Buy
1,311
+2
+0.2% +$469 0.25% 51
2024
Q1 		$322K Buy
1,309
+16
+1% +$3.94K 0.26% 49
2023
Q4 		$318K Buy
+1,293
New +$284K 0.29% 46

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bruce G. Allen Investments's UNP Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Union Pacific (UNP) stake by 10% in Q2 2026, selling an estimated $42.5K and leaving 1,439 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #47.

Bruce G. Allen Investments first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Bruce G. Allen Investments held 1,439 shares of Union Pacific worth $392K as of Q2 2026.
  • Bruce G. Allen Investments sold 162 Union Pacific shares in Q2 2026, an estimated $42.5K.
  • Union Pacific made up 0.25% of Bruce G. Allen Investments's portfolio in Q2 2026, its #47 holding.
  • Bruce G. Allen Investments first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.