Capstone Investment Advisors
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Capstone Investment Advisors’s Union Pacific UNP Stock Holding History

Capstone 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 		$4.93M Sell
20,314
-6,587
-24% -$1.61M 0.01% 423
2025
Q4 		$6.22M Buy
26,901
+5,963
+28% +$1.36M 0.01% 331
2025
Q3 		$4.95M Sell
20,938
-4,255
-17% -$959K 0.01% 476
2025
Q2 		$5.8M Buy
25,193
+589
+2% +$131K 0.01% 368
2025
Q1 		$5.81M Sell
24,604
-12,756
-34% -$3.07M 0.02% 414
2024
Q4 		$8.52M Buy
37,360
+21,554
+136% +$5.1M 0.02% 388
2024
Q3 		$3.9M Sell
15,806
-11,133
-41% -$2.7M 0.01% 535
2024
Q2 		$6.1M Buy
26,939
+26,384
+4,754% +$6.18M 0.02% 409
2024
Q1 		$136K Buy
+555
New +$137K ﹤0.01% 2092
2023
Q4 		– Sell
-20,901
Closed -$4.6M – 2424
2023
Q3 		$4.26M Buy
20,901
+10,392
+99% +$2.26M 0.02% 476
2023
Q2 		$2.15M Sell
10,509
-4,653
-31% -$925K 0.01% 621
2023
Q1 		$3.05M Buy
15,162
+4,279
+39% +$867K 0.02% 477
2022
Q4 		$2.25M Sell
10,883
-10,840
-50% -$2.22M 0.02% 668
2022
Q3 		$4.23M Buy
21,723
+10,039
+86% +$2.22M 0.03% 454
2022
Q2 		$2.49M Sell
11,684
-15,647
-57% -$3.56M 0.01% 681
2022
Q1 		$7.47M Buy
27,331
+26,449
+2,999% +$6.68M 0.02% 565
2021
Q4 		$222K Sell
882
-160,946
-99% -$38.1M ﹤0.01% 1563
2021
Q3 		$31.7M Buy
161,828
+131,351
+431% +$28.4M 0.06% 293
2021
Q2 		$6.7M Buy
+30,477
New +$6.79M 0.02% 647
2020
Q4 		– Sell
-1,792
Closed -$358K – 1770
2020
Q3 		$353K Buy
1,792
+840
+88% +$156K ﹤0.01% 1225
2020
Q2 		$161K Sell
952
-29,626
-97% -$4.75M ﹤0.01% 1238
2020
Q1 		$4.31M Sell
30,578
-1,461
-5% -$242K 0.07% 312
2019
Q4 		$5.79M Buy
32,039
+25,470
+388% +$4.36M 0.03% 514
2019
Q3 		$1.06M Sell
6,569
-72
-1% -$12.1K 0.01% 925
2019
Q2 		$1.12M Sell
6,641
-334
-5% -$57.2K 0.01% 904
2019
Q1 		$1.17M Buy
6,975
+966
+16% +$155K 0.01% 766
2018
Q4 		$831K Buy
+6,009
New +$890K 0.01% 675
2018
Q3 		– Sell
-1,653
Closed -$249K – 1344
2018
Q2 		$234K Buy
1,653
+1,439
+672% +$201K ﹤0.01% 562
2018
Q1 		$29K Buy
+214
New +$28.8K ﹤0.01% 337
2017
Q4 		– Sell
-276
Closed -$33.3K – 663
2017
Q3 		$32K Sell
276
-37,814
-99% -$4.06M ﹤0.01% 516
2017
Q2 		$4.15M Buy
38,090
+25,823
+211% +$2.82M 0.11% 152
2017
Q1 		$1.3M Buy
12,267
+11,988
+4,297% +$1.28M 0.03% 369
2016
Q4 		$28K Buy
+279
New +$27.4K ﹤0.01% 883
2016
Q2 		– Sell
-4,233
Closed -$336K – 854
2016
Q1 		$336K Sell
4,233
-6,864
-62% -$531K 0.01% 484
2015
Q4 		$867K Buy
+11,097
New +$952K 0.02% 260
2013
Q4 		– Sell
-11,450
Closed -$907K – 567
2013
Q3 		$889K Buy
+11,450
New +$905K 0.01% 432

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

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

Capstone Investment Advisors reduced its Union Pacific (UNP) stake by 24% in Q1 2026, selling an estimated $1.61M and leaving 20,314 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #423.

Capstone Investment Advisors first reported a position in UNP in Q3 2013 and has held it in 36 quarters since. The position peaked at $31.7M in Q3 2021. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Capstone Investment Advisors held 20,314 shares of Union Pacific worth $4.93M as of Q1 2026.
  • Capstone Investment Advisors sold 6,587 Union Pacific shares in Q1 2026, an estimated $1.61M.
  • Union Pacific made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #423 holding.
  • Capstone Investment Advisors first reported a position in Union Pacific in Q3 2013 and has held it in 36 quarters since.
  • Capstone Investment Advisors's Union Pacific position peaked at $31.7M in Q3 2021.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.