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 		$15.7M Buy
64,700
+13,400
+26% +$3.28M 0.03% 217
2025
Q4 		$11.9M Sell
51,300
-27,100
-35% -$6.19M 0.02% 243
2025
Q3 		$18.5M Buy
78,400
+21,100
+37% +$4.76M 0.03% 219
2025
Q2 		$13.2M Sell
57,300
-28,600
-33% -$6.35M 0.03% 200
2025
Q1 		$20.3M Sell
85,900
-36,800
-30% -$8.86M 0.05% 166
2024
Q4 		$28M Buy
122,700
+29,400
+32% +$6.96M 0.07% 166
2024
Q3 		$23M Buy
93,300
+14,200
+18% +$3.44M 0.07% 165
2024
Q2 		$17.9M Buy
79,100
+34,600
+78% +$8.11M 0.06% 205
2024
Q1 		$10.9M Sell
44,500
-90,000
-67% -$22.1M 0.04% 263
2023
Q4 		$33M Buy
134,500
+24,300
+22% +$5.34M 0.1% 141
2023
Q3 		$22.4M Buy
110,200
+23,000
+26% +$5.01M 0.1% 134
2023
Q2 		$17.8M Buy
87,200
+7,000
+9% +$1.39M 0.09% 155
2023
Q1 		$16.1M Buy
80,200
+51,200
+177% +$10.4M 0.08% 168
2022
Q4 		$6.01M Sell
29,000
-16,300
-36% -$3.34M 0.04% 336
2022
Q3 		$8.82M Sell
45,300
-17,400
-28% -$3.85M 0.05% 257
2022
Q2 		$13.4M Sell
62,700
-222,600
-78% -$50.6M 0.07% 193
2022
Q1 		$77.9M Sell
285,300
-426,000
-60% -$108M 0.21% 56
2021
Q4 		$179M Buy
711,300
+112,700
+19% +$26.7M 0.3% 62
2021
Q3 		$117M Sell
598,600
-16,500
-3% -$3.56M 0.23% 85
2021
Q2 		$135M Buy
615,100
+129,900
+27% +$28.9M 0.31% 71
2021
Q1 		$107M Buy
485,200
+175,600
+57% +$36.9M 0.32% 67
2020
Q4 		$64.5M Sell
309,600
-16,000
-5% -$3.2M 0.22% 88
2020
Q3 		$64.1M Buy
325,600
+81,900
+34% +$15.2M 0.33% 49
2020
Q2 		$41.2M Buy
243,700
+33,100
+16% +$5.3M 0.27% 64
2020
Q1 		$29.7M Sell
210,600
-128,200
-38% -$21.2M 0.48% 24
2019
Q4 		$61.3M Buy
338,800
+103,700
+44% +$17.8M 0.33% 55
2019
Q3 		$38.1M Buy
235,100
+35,400
+18% +$5.95M 0.26% 82
2019
Q2 		$33.8M Buy
199,700
+52,600
+36% +$9.01M 0.24% 94
2019
Q1 		$24.6M Buy
147,100
+66,200
+82% +$10.7M 0.23% 104
2018
Q4 		$11.2M Buy
80,900
+22,600
+39% +$3.35M 0.14% 123
2018
Q3 		$9.49M Buy
58,300
+38,000
+187% +$5.72M 0.11% 154
2018
Q2 		$2.88M Buy
20,300
+18,700
+1,169% +$2.61M 0.04% 230
2018
Q1 		$215K Sell
1,600
-11,900
-88% -$1.6M ﹤0.01% 301
2017
Q4 		$1.81M Hold
13,500
– – 0.05% 166
2017
Q3 		$1.56M Hold
13,500
– – 0.05% 172
2017
Q2 		$1.47M Sell
13,500
-10,100
-43% -$1.1M 0.04% 285
2017
Q1 		$2.5M Hold
23,600
– – 0.06% 246
2016
Q4 		$2.44M Buy
+23,600
New +$2.32M 0.08% 239
2014
Q1 		– Sell
-30,000
Closed -$2.52M – 538
2013
Q4 		$2.52M Sell
30,000
-35,200
-54% -$2.79M 0.03% 294
2013
Q3 		$5.06M Buy
+65,200
New +$5.15M 0.05% 197

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.