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 		$2.64M Buy
10,900
+5,900
+118% +$1.44M ﹤0.01% 568
2025
Q4 		$1.16M Sell
5,000
-11,100
-69% -$2.53M ﹤0.01% 817
2025
Q3 		$3.81M Buy
16,100
+6,000
+59% +$1.35M 0.01% 557
2025
Q2 		$2.32M Sell
10,100
-8,600
-46% -$1.91M 0.01% 596
2025
Q1 		$4.42M Sell
18,700
-26,900
-59% -$6.48M 0.01% 487
2024
Q4 		$10.4M Buy
45,600
+9,600
+27% +$2.27M 0.03% 346
2024
Q3 		$8.87M Buy
36,000
+3,900
+12% +$946K 0.03% 326
2024
Q2 		$7.26M Buy
32,100
+4,800
+18% +$1.12M 0.02% 364
2024
Q1 		$6.71M Sell
27,300
-19,100
-41% -$4.7M 0.02% 352
2023
Q4 		$11.4M Buy
46,400
+27,600
+147% +$6.07M 0.03% 318
2023
Q3 		$3.83M Buy
18,800
+900
+5% +$196K 0.02% 508
2023
Q2 		$3.66M Buy
17,900
+1,500
+9% +$298K 0.02% 469
2023
Q1 		$3.3M Buy
16,400
+1,100
+7% +$223K 0.02% 461
2022
Q4 		$3.17M Buy
15,300
+2,700
+21% +$554K 0.02% 547
2022
Q3 		$2.46M Sell
12,600
-1,000
-7% -$221K 0.01% 686
2022
Q2 		$2.9M Sell
13,600
-36,900
-73% -$8.4M 0.01% 623
2022
Q1 		$13.8M Sell
50,500
-32,300
-39% -$8.16M 0.04% 353
2021
Q4 		$20.9M Sell
82,800
-25,600
-24% -$6.06M 0.03% 419
2021
Q3 		$21.2M Buy
108,400
+2,000
+2% +$432K 0.04% 410
2021
Q2 		$23.4M Buy
106,400
+11,700
+12% +$2.61M 0.05% 318
2021
Q1 		$20.9M Sell
94,700
-14,300
-13% -$3M 0.06% 290
2020
Q4 		$22.7M Buy
109,000
+32,400
+42% +$6.47M 0.08% 220
2020
Q3 		$15.1M Buy
76,600
+27,800
+57% +$5.17M 0.08% 224
2020
Q2 		$8.25M Sell
48,800
-17,700
-27% -$2.84M 0.05% 302
2020
Q1 		$9.38M Sell
66,500
-13,100
-16% -$2.17M 0.15% 145
2019
Q4 		$14.4M Buy
79,600
+400
+0.5% +$68.5K 0.08% 267
2019
Q3 		$12.8M Buy
79,200
+7,800
+11% +$1.31M 0.09% 232
2019
Q2 		$12.1M Buy
71,400
+22,100
+45% +$3.79M 0.09% 243
2019
Q1 		$8.24M Buy
49,300
+14,200
+40% +$2.29M 0.08% 252
2018
Q4 		$4.85M Buy
35,100
+12,100
+53% +$1.79M 0.06% 249
2018
Q3 		$3.75M Buy
23,000
+15,500
+207% +$2.33M 0.04% 307
2018
Q2 		$1.06M Buy
7,500
+6,900
+1,150% +$962K 0.02% 374
2018
Q1 		$81K Buy
+600
New +$80.7K ﹤0.01% 328
2017
Q2 		– Sell
-5,700
Closed -$603K – 943
2017
Q1 		$603K Hold
5,700
– – 0.02% 549
2016
Q4 		$590K Buy
+5,700
New +$560K 0.02% 546
2014
Q1 		– Sell
-30,000
Closed -$2.52M – 537
2013
Q4 		$2.52M Sell
30,000
-53,800
-64% -$4.26M 0.03% 293
2013
Q3 		$6.51M Buy
+83,800
New +$6.62M 0.07% 161

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.