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Capital Advisors Inc’s Union Pacific UNP Stock Holding History

Capital Advisors Inc’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 		$513K Buy
1,888
+34
+2% +$8.93K 0.01% 228
2026
Q1 		$450K Buy
1,854
+195
+12% +$47.7K 0.01% 236
2025
Q4 		$384K Buy
1,659
+5
+0.3% +$1.14K 0.01% 238
2025
Q3 		$391K Buy
1,654
+6
+0.4% +$1.35K 0.01% 226
2025
Q2 		$379K Sell
1,648
-406
-20% -$90.1K 0.01% 230
2025
Q1 		$485K Buy
2,054
+344
+20% +$82.8K 0.01% 198
2024
Q4 		$390K Buy
1,710
+8
+0.5% +$1.89K 0.01% 216
2024
Q3 		$420K Sell
1,702
-104
-6% -$25.2K 0.01% 210
2024
Q2 		$409K Buy
1,806
+53
+3% +$12.4K 0.01% 213
2024
Q1 		$431K Buy
1,753
+21
+1% +$5.17K 0.01% 211
2023
Q4 		$425K Sell
1,732
-67
-4% -$14.7K 0.01% 207
2023
Q3 		$366K Sell
1,799
-25
-1% -$5.45K 0.01% 193
2023
Q2 		$373K Buy
1,824
+610
+50% +$121K 0.01% 194
2023
Q1 		$244K Sell
1,214
-50
-4% -$10.1K 0.01% 233
2022
Q4 		$262K Hold
1,264
– – 0.01% 226
2022
Q3 		$245K Sell
1,264
-45
-3% -$9.96K 0.01% 214
2022
Q2 		$279K Hold
1,309
– – 0.01% 206
2022
Q1 		$358K Sell
1,309
-119
-8% -$30K 0.01% 197
2021
Q4 		$360K Sell
1,428
-292
-17% -$69.2K 0.01% 195
2021
Q3 		$337K Buy
1,720
+395
+30% +$85.3K 0.01% 186
2021
Q2 		$291K Hold
1,325
– – 0.01% 203
2021
Q1 		$292K Buy
1,325
+132
+11% +$27.7K 0.01% 193
2020
Q4 		$248K Hold
1,193
– – 0.01% 183
2020
Q3 		$235K Buy
1,193
+26
+2% +$4.83K 0.01% 172
2020
Q2 		$210K Buy
+1,167
New +$187K 0.01% 172
2020
Q1 		– Sell
-2,559
Closed -$463K – 190
2019
Q4 		$463K Buy
+2,559
New +$438K 0.02% 134

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Advisors Inc's UNP Position: Q2 2026 in Review

Capital Advisors Inc increased its Union Pacific (UNP) stake by 1.8% in Q2 2026, buying an estimated $8.93K and bringing the position to 1,888 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #228.

Capital Advisors Inc first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Capital Advisors Inc held 1,888 shares of Union Pacific worth $513K as of Q2 2026.
  • Capital Advisors Inc bought 34 Union Pacific shares in Q2 2026, an estimated $8.93K.
  • Union Pacific made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #228 holding.
  • Capital Advisors Inc first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.