Coastal Bridge Advisors’s Union Pacific UNP Stock Holding History

Coastal Bridge 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	$2.21M	Buy	9,124 +281	+3%	+$68.8K	0.16%	149
2025 Q4	$2.05M	Sell	8,843 -61	-0.7%	-$13.9K	0.15%	154
2025 Q3	$2.1M	Buy	8,904 +14	+0.2%	+$3.15K	0.16%	141
2025 Q2	$2.05M	Buy	+8,890	New	+$1.97M	0.17%	137
2025 Q1	–	Sell	-3,404	Closed	-$776K	–	390
2024 Q4	$776K	Buy	3,404 +33	+1%	+$7.81K	0.2%	72
2024 Q3	$831K	Hold	3,371	–	–	0.21%	69
2024 Q2	$763K	Buy	3,371 +152	+5%	+$35.6K	0.19%	75
2024 Q1	$792K	Hold	3,219	–	–	0.18%	75
2023 Q4	$791K	Buy	3,219 +16	+0.5%	+$3.52K	0.2%	75
2023 Q3	$652K	Hold	3,203	–	–	0.17%	81
2023 Q2	$655K	Sell	3,203 -262	-8%	-$52.1K	0.16%	79
2023 Q1	$697K	Hold	3,465	–	–	0.18%	71
2022 Q4	$717K	Hold	3,465	–	–	0.2%	68
2022 Q3	$675K	Hold	3,465	–	–	0.18%	73
2022 Q2	$739K	Hold	3,465	–	–	0.23%	67
2022 Q1	$947K	Sell	3,465 -2,965	-46%	-$749K	0.22%	58
2021 Q4	$1.48M	Buy	6,430 +3,215	+100%	+$761K	0.31%	55
2021 Q3	$630K	Hold	3,215	–	–	0.15%	71
2021 Q2	$707K	Hold	3,215	–	–	0.15%	67
2021 Q1	$709K	Hold	3,215	–	–	0.13%	64
2020 Q4	$669K	Hold	3,215	–	–	0.13%	62
2020 Q3	$633K	Sell	3,215 -71	-2%	-$13.2K	0.19%	63
2020 Q2	$556K	Hold	3,286	–	–	0.18%	69
2020 Q1	$463K	Buy	3,286 +71	+2%	+$11.7K	0.17%	68
2019 Q4	$581K	Sell	3,215 -59	-2%	-$10.1K	0.15%	66
2019 Q3	$530K	Buy	3,274 +71	+2%	+$11.9K	0.18%	74
2019 Q2	$542K	Sell	3,203 -68	-2%	-$11.7K	0.16%	72
2019 Q1	$547K	Buy	3,271 +71	+2%	+$11.4K	0.19%	68
2018 Q4	$442K	Hold	3,200	–	–	0.17%	73
2018 Q3	$521K	Hold	3,200	–	–	0.2%	64
2018 Q2	$453K	Hold	3,200	–	–	0.18%	71
2018 Q1	$430K	Hold	3,200	–	–	0.16%	77
2017 Q4	$434K	Hold	3,200	–	–	0.14%	74
2017 Q3	$371K	Hold	3,200	–	–	0.12%	76
2017 Q2	$349K	Hold	3,200	–	–	0.12%	74
2017 Q1	$339K	Hold	3,200	–	–	0.12%	65
2016 Q4	$332K	Hold	3,200	–	–	0.13%	63
2016 Q3	$312K	Hold	3,200	–	–	0.15%	49
2016 Q2	$279K	Hold	3,200	–	–	0.15%	54
2016 Q1	$255K	Sell	3,200 -6	-0.2%	-$464	0.18%	46
2015 Q4	$251K	Buy	+3,206	New	+$275K	0.14%	50

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Coastal Bridge Advisors's UNP Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Union Pacific (UNP) stake by 3.2% in Q1 2026, buying an estimated $68.8K and bringing the position to 9,124 shares worth $2.21M. The position accounts for 0.16% of the portfolio, ranked #149.

Coastal Bridge Advisors first reported a position in UNP in Q4 2015 and has held it in 41 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Coastal Bridge Advisors held 9,124 shares of Union Pacific worth $2.21M as of Q1 2026.
Coastal Bridge Advisors bought 281 Union Pacific shares in Q1 2026, an estimated $68.8K.
Union Pacific made up 0.16% of Coastal Bridge Advisors's portfolio in Q1 2026, its #149 holding.
Coastal Bridge Advisors first reported a position in Union Pacific in Q4 2015 and has held it in 41 quarters since.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.