Cape Investment Advisory’s Union Pacific UNP Stock Holding History

Cape Investment Advisory’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	$133K	Buy	+488	New	+$128K	0.04%	294
2026 Q1	–	Sell	-122	Closed	-$28.2K	–	1145
2025 Q4	$28.2K	Buy	122 +102	+510%	+$23.3K	0.01%	543
2025 Q3	$4.73K	Sell	20 -151	-88%	-$34K	﹤0.01%	535
2025 Q2	$39.3K	Sell	171 -1	-0.6%	-$222	0.01%	402
2025 Q1	$40.6K	Sell	172 -100	-37%	-$24.1K	0.02%	368
2024 Q4	$62K	Sell	272 -38	-12%	-$9K	0.02%	306
2024 Q3	$76.3K	Hold	310	–	–	0.03%	269
2024 Q2	$70.1K	Buy	+310	New	+$72.7K	0.03%	256
2023 Q2	–	Sell	-8	Closed	-$1.61K	–	980
2023 Q1	$1.61K	Buy	+8	New	+$1.62K	﹤0.01%	835

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

Cape Investment Advisory's UNP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Union Pacific (UNP) in Q2 2026: 488 shares worth $133K. The stake represents 0.04% of the portfolio and ranks #294 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UNP as recently as Q4 2025.

Cape Investment Advisory first reported a position in UNP in Q1 2023 and has held it in 9 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Cape Investment Advisory held 488 shares of Union Pacific worth $133K as of Q2 2026.
Union Pacific was a new Cape Investment Advisory position in Q2 2026.
Union Pacific made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #294 holding.
Cape Investment Advisory first reported a position in Union Pacific in Q1 2023 and has held it in 9 quarters since.
2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.