Capital Advantage’s Union Pacific UNP Stock Holding History

Capital Advantage’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	$263K	Sell	967 -5	-0.5%	-$1.31K	0.03%	139
2026 Q1	$236K	Hold	972	–	–	0.03%	138
2025 Q4	$225K	Buy	972 +5	+0.5%	+$1.14K	0.03%	146
2025 Q3	$229K	Hold	967	–	–	0.03%	133
2025 Q2	$222K	Sell	967 -26	-3%	-$5.77K	0.04%	134
2025 Q1	$226K	Hold	993	–	–	0.04%	130
2024 Q4	$226K	Buy	+993	New	+$235K	0.04%	130
2021 Q2	–	Sell	-1,059	Closed	-$233K	–	101
2021 Q1	$233K	Buy	1,059 +28	+3%	+$5.88K	0.06%	98
2020 Q4	$212K	Hold	1,031	–	–	0.06%	100
2020 Q3	$211K	Buy	+1,031	New	+$192K	0.07%	86
2018 Q4	–	Sell	-1,262	Closed	-$205K	–	80
2018 Q3	$205K	Sell	1,262 -196	-13%	-$29.5K	0.05%	77
2018 Q2	$207K	Sell	1,458 -337	-19%	-$47K	0.05%	77
2018 Q1	$241K	Sell	1,795 -100	-5%	-$13.5K	0.06%	63
2017 Q4	$254K	Hold	1,895	–	–	0.07%	65
2017 Q3	$220K	Hold	1,895	–	–	0.06%	74
2017 Q2	$206K	Hold	1,895	–	–	0.05%	72
2017 Q1	$201K	Buy	+1,895	New	+$202K	0.06%	79
2016 Q4	–	Sell	-2,151	Closed	-$210K	–	83
2016 Q3	$210K	Buy	+2,151	New	+$201K	0.06%	72
2015 Q3	–	Sell	-2,245	Closed	-$214K	–	74
2015 Q2	$214K	Sell	2,245 -107	-5%	-$11.2K	0.08%	68
2015 Q1	$255K	Hold	2,352	–	–	0.1%	59
2014 Q4	$280K	Hold	2,352	–	–	0.12%	51
2014 Q3	$255K	Hold	2,352	–	–	0.13%	44
2014 Q2	$235K	Hold	2,352	–	–	0.13%	49
2014 Q1	$221K	Buy	+2,352	New	+$209K	0.15%	42

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

Capital Advantage's UNP Position: Q2 2026 in Review

Capital Advantage reduced its Union Pacific (UNP) stake by 0.51% in Q2 2026, selling an estimated $1.31K and leaving 967 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #139.

Capital Advantage first reported a position in UNP in Q1 2014 and has held it in 24 quarters since. The position peaked at $280K in Q4 2014. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Capital Advantage held 967 shares of Union Pacific worth $263K as of Q2 2026.
Capital Advantage sold 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
Union Pacific made up 0.03% of Capital Advantage's portfolio in Q2 2026, its #139 holding.
Capital Advantage first reported a position in Union Pacific in Q1 2014 and has held it in 24 quarters since.
Capital Advantage's Union Pacific position peaked at $280K in Q4 2014.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.