Capital Performance Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$264K Buy
971
+89
+10% +$23.4K 0.02% 248
2026
Q1
$214K Sell
882
-374
-30% -$91.6K 0.01% 424
2025
Q4
$290K Buy
+1,256
New +$287K 0.02% 320
2024
Q4
Sell
-377
Closed -$92.8K 2552
2024
Q3
$92.8K Buy
+377
New +$91.4K 0.03% 215

Other funds holding UNP

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

Capital Performance Advisors increased its Union Pacific (UNP) stake by 10% in Q2 2026, buying an estimated $23.4K and bringing the position to 971 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #248.

Capital Performance Advisors first reported a position in UNP in Q3 2024 and has held it in 4 quarters since. The position peaked at $290K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Capital Performance Advisors held 971 shares of Union Pacific worth $264K as of Q2 2026.
  • Capital Performance Advisors bought 89 Union Pacific shares in Q2 2026, an estimated $23.4K.
  • Union Pacific made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #248 holding.
  • Capital Performance Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Union Pacific position peaked at $290K in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.