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Caerus Investment Advisors’s Union Pacific UNP Stock Holding History

Caerus 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
Q1 		$299K Sell
1,233
-45
-4% -$11K 0.12% 173
2025
Q4 		$296K Buy
1,278
+134
+12% +$30.6K 0.1% 222
2025
Q3 		$270K Buy
+1,144
New +$258K 0.11% 206

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Caerus Investment Advisors's UNP Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Union Pacific (UNP) stake by 3.5% in Q1 2026, selling an estimated $11K and leaving 1,233 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #173.

Caerus Investment Advisors first reported a position in UNP in Q3 2025 and has held it in 3 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Caerus Investment Advisors held 1,233 shares of Union Pacific worth $299K as of Q1 2026.
  • Caerus Investment Advisors sold 45 Union Pacific shares in Q1 2026, an estimated $11K.
  • Union Pacific made up 0.12% of Caerus Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • Caerus Investment Advisors first reported a position in Union Pacific in Q3 2025 and has held it in 3 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.