CAL
UNP icon

Capital Advisors Ltd’s Union Pacific UNP Stock Holding History

Capital Advisors Ltd’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 		$891K Buy
3,274
+1,196
+58% +$314K 0.09% 140
2026
Q1 		$504K Hold
2,078
– – 0.06% 172
2025
Q4 		$481K Hold
2,078
– – 0.05% 178
2025
Q3 		$491K Buy
2,078
+116
+6% +$26.1K 0.06% 170
2025
Q2 		$451K Buy
1,962
+10
+0.5% +$2.22K 0.06% 176
2025
Q1 		$461K Buy
1,952
+207
+12% +$49.8K 0.06% 165
2024
Q4 		$398K Sell
1,745
-5
-0.3% -$1.18K 0.05% 183
2024
Q3 		$431K Buy
1,750
+26
+2% +$6.3K 0.05% 177
2024
Q2 		$390K Buy
1,724
+57
+3% +$13.4K 0.05% 182
2024
Q1 		$410K Buy
1,667
+55
+3% +$13.5K 0.05% 179
2023
Q4 		$396K Buy
1,612
+78
+5% +$17.1K 0.06% 177
2023
Q3 		$312K Buy
1,534
+43
+3% +$9.37K 0.05% 196
2023
Q2 		$305K Buy
1,491
+529
+55% +$105K 0.05% 203
2023
Q1 		$194K Sell
962
-423
-31% -$85.7K 0.03% 243
2022
Q4 		$194K Buy
1,385
+410
+42% +$84.1K 0.03% 243
2022
Q3 		$190K Buy
975
+180
+23% +$39.8K 0.04% 242
2022
Q2 		$170K Buy
795
+131
+20% +$29.8K 0.03% 254
2022
Q1 		$181K Buy
664
+296
+80% +$74.7K 0.03% 243
2021
Q4 		$93K Buy
+368
New +$87.2K 0.02% 311
2019
Q3 		– Sell
-112
Closed -$19K – 450
2019
Q2 		$19K Buy
+112
New +$19.2K 0.01% 340

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 Ltd's UNP Position: Q2 2026 in Review

Capital Advisors Ltd increased its Union Pacific (UNP) stake by 58% in Q2 2026, buying an estimated $314K and bringing the position to 3,274 shares worth $891K. The position accounts for 0.09% of the portfolio, ranked #140.

Capital Advisors Ltd first reported a position in UNP in Q2 2019 and has held it in 20 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Capital Advisors Ltd held 3,274 shares of Union Pacific worth $891K as of Q2 2026.
  • Capital Advisors Ltd bought 1,196 Union Pacific shares in Q2 2026, an estimated $314K.
  • Union Pacific made up 0.09% of Capital Advisors Ltd's portfolio in Q2 2026, its #140 holding.
  • Capital Advisors Ltd first reported a position in Union Pacific in Q2 2019 and has held it in 20 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.