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Capital Investment Advisors’s Union Pacific UNP Stock Holding History

Capital Investment Advisors’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
Q1 		– Sell
-11,319
Closed -$2.62M – 781
2025
Q4 		$2.62M Buy
+11,319
New +$2.58M 0.04% 200

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Investment Advisors's UNP Position: Q1 2026 in Review

Capital Investment Advisors opened a new position in Union Pacific (UNP) in Q1 2026: 11,368 shares worth $2.76M. The stake represents 0.04% of the portfolio and ranks #192 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in UNP as recently as Q3 2025.

Capital Investment Advisors first reported a position in UNP in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.39M in Q1 2022. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Capital Investment Advisors held 11,368 shares of Union Pacific worth $2.76M as of Q1 2026.
  • Union Pacific was a new Capital Investment Advisors position in Q1 2026.
  • Union Pacific made up 0.04% of Capital Investment Advisors's portfolio in Q1 2026, its #192 holding.
  • Capital Investment Advisors first reported a position in Union Pacific in Q2 2017 and has held it in 35 quarters since.
  • Capital Investment Advisors's Union Pacific position peaked at $3.39M in Q1 2022.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.