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Colter Lewis Investment Partners’s Union Pacific UNP Stock Holding History

Colter Lewis Investment Partners’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
Q2 		– Sell
-3,063
Closed -$743K – 144
2026
Q1 		$743K Buy
3,063
+2,085
+213% +$511K 0.7% 40
2025
Q4 		$226K Buy
+978
New +$223K 0.26% 80

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BlackRock
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Colter Lewis Investment Partners's UNP Position: Q2 2026 in Review

Colter Lewis Investment Partners sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 3,063 shares — an estimated $743K sold.

Colter Lewis Investment Partners first reported a position in UNP in Q4 2025 and held it in 2 quarters. The position peaked at $743K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Colter Lewis Investment Partners reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 3,063 Union Pacific shares in Q2 2026, an estimated $743K.
  • Colter Lewis Investment Partners first reported a position in Union Pacific in Q4 2025 and held it in 2 quarters.
  • Colter Lewis Investment Partners's Union Pacific position peaked at $743K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.