CA
UNP icon

Calton & Associates’s Union Pacific UNP Stock Holding History

Calton & Associates’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
2025
Q4 		– Sell
-1,738
Closed -$411K – 486
2025
Q3 		$411K Buy
1,738
+17
+1% +$3.83K 0.06% 268
2025
Q2 		$396K Buy
+1,721
New +$382K 0.07% 240
2022
Q3 		– Sell
-1,036
Closed -$221K – 252
2022
Q2 		$221K Sell
1,036
-2,365
-70% -$538K 0.12% 199
2022
Q1 		$929K Buy
3,401
+1,736
+104% +$438K 0.28% 95
2021
Q4 		$419K Sell
1,665
-116
-7% -$27.5K 0.11% 205
2021
Q3 		$349K Buy
1,781
+22
+1% +$4.75K 0.08% 262
2021
Q2 		$388K Sell
1,759
-45
-2% -$10K 0.07% 241
2021
Q1 		$398K Sell
1,804
-53
-3% -$11.1K 0.08% 226
2020
Q4 		$387K Sell
1,857
-564
-23% -$113K 0.07% 219
2020
Q3 		$477K Buy
2,421
+689
+40% +$128K 0.1% 159
2020
Q2 		$293K Buy
+1,732
New +$278K 0.06% 231
2020
Q1 		– Sell
-1,719
Closed -$311K – 382
2019
Q4 		$311K Buy
1,719
+32
+2% +$5.48K 0.06% 254
2019
Q3 		$273K Sell
1,687
-1,679
-50% -$282K 0.06% 262
2019
Q2 		$569K Buy
3,366
+171
+5% +$29.3K 0.16% 111
2019
Q1 		$534K Buy
3,195
+451
+16% +$72.6K 0.16% 122
2018
Q4 		$379K Buy
2,744
+1,382
+101% +$205K 0.14% 135
2018
Q3 		$222K Buy
+1,362
New +$205K 0.07% 250
2018
Q2 		– Sell
-3,413
Closed -$459K – 392
2018
Q1 		$459K Sell
3,413
-5,719
-63% -$770K 0.13% 167
2017
Q4 		$1.29M Buy
+9,132
New +$1.1M 0.32% 50

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Calton & Associates's UNP Position: Q4 2025 in Review

Calton & Associates sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 1,738 shares — an estimated $411K sold.

Calton & Associates first reported a position in UNP in Q4 2017 and held it in 19 quarters. The position peaked at $1.29M in Q4 2017. 2,735 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Calton & Associates reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Calton & Associates sold 1,738 Union Pacific shares in Q4 2025, an estimated $411K.
  • Calton & Associates first reported a position in Union Pacific in Q4 2017 and held it in 19 quarters.
  • Calton & Associates's Union Pacific position peaked at $1.29M in Q4 2017.
  • 2,735 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.