Burns Matteson Capital Management’s Union Pacific UNP Stock Holding History

Burns Matteson Capital 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	$587K	Buy	2,157 +38	+2%	+$9.98K	0.18%	93
2026 Q1	$514K	Sell	2,119 -196	-8%	-$48K	0.19%	112
2025 Q4	$535K	Sell	2,315 -9	-0.4%	-$2.05K	0.19%	98
2025 Q3	$549K	Sell	2,324 -38	-2%	-$8.56K	0.22%	70
2025 Q2	$543K	Sell	2,362 -464	-16%	-$103K	0.26%	62
2025 Q1	$668K	Sell	2,826 -19	-0.7%	-$4.57K	0.36%	47
2024 Q4	$649K	Sell	2,845 -48	-2%	-$11.4K	0.36%	54
2024 Q3	$713K	Sell	2,893 -1	-0%	-$242	0.4%	54
2024 Q2	$655K	Sell	2,894 -119	-4%	-$27.9K	0.41%	52
2024 Q1	$741K	Sell	3,013 -185	-6%	-$45.5K	0.48%	45
2023 Q4	$785K	Buy	3,198 +85	+3%	+$18.7K	0.55%	44
2023 Q3	$634K	Buy	3,113 +16	+0.5%	+$3.48K	0.4%	48
2023 Q2	$634K	Sell	3,097 -45	-1%	-$8.95K	0.39%	55
2023 Q1	$632K	Sell	3,142 -12	-0.4%	-$2.43K	0.4%	60
2022 Q4	$653K	Buy	3,154 +35	+1%	+$7.18K	0.43%	59
2022 Q3	$608K	Sell	3,119 -3	-0.1%	-$664	0.45%	35
2022 Q2	$666K	Sell	3,122 -72	-2%	-$16.4K	0.47%	56
2022 Q1	$873K	Hold	3,194	–	–	0.61%	31
2021 Q4	$805K	Buy	3,194 +28	+0.9%	+$6.63K	0.55%	48
2021 Q3	$621K	Buy	3,166 +13	+0.4%	+$2.81K	0.47%	43
2021 Q2	$693K	Buy	3,153 +12	+0.4%	+$2.67K	0.55%	31
2021 Q1	$692K	Buy	3,141 +195	+7%	+$40.9K	0.66%	26
2020 Q4	$613K	Buy	+2,946	New	+$588K	0.68%	31

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

Burns Matteson Capital Management's UNP Position: Q2 2026 in Review

Burns Matteson Capital Management increased its Union Pacific (UNP) stake by 1.8% in Q2 2026, buying an estimated $9.98K and bringing the position to 2,157 shares worth $587K. The position accounts for 0.18% of the portfolio, ranked #93.

Burns Matteson Capital Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $873K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Burns Matteson Capital Management held 2,157 shares of Union Pacific worth $587K as of Q2 2026.
Burns Matteson Capital Management bought 38 Union Pacific shares in Q2 2026, an estimated $9.98K.
Union Pacific made up 0.18% of Burns Matteson Capital Management's portfolio in Q2 2026, its #93 holding.
Burns Matteson Capital Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
Burns Matteson Capital Management's Union Pacific position peaked at $873K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.