Congress Asset Management’s Union Pacific UNP Stock Holding History

Congress Asset Management’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	$367K	Buy	1,350 +2	+0.1%	+$525	﹤0.01%	346
2026 Q1	$327K	Sell	1,348 -322	-19%	-$78.8K	﹤0.01%	399
2025 Q4	$386K	Buy	1,670 +3	+0.2%	+$685	﹤0.01%	352
2025 Q3	$394K	Sell	1,667 -6	-0.4%	-$1.35K	﹤0.01%	363
2025 Q2	$385K	Buy	1,673 +3	+0.2%	+$666	﹤0.01%	352
2025 Q1	$395K	Sell	1,670 -1,718	-51%	-$414K	﹤0.01%	336
2024 Q4	$773K	Sell	3,388 -137	-4%	-$32.4K	0.01%	329
2024 Q3	$869K	Sell	3,525 -498	-12%	-$121K	0.01%	307
2024 Q2	$910K	Sell	4,023 -207	-5%	-$48.5K	0.01%	301
2024 Q1	$1.04M	Sell	4,230 -72	-2%	-$17.7K	0.01%	302
2023 Q4	$1.06M	Sell	4,302 -68	-2%	-$14.9K	0.01%	315
2023 Q3	$890K	Buy	4,370 +4	+0.1%	+$871	0.01%	317
2023 Q2	$893K	Sell	4,366 -48,392	-92%	-$9.62M	0.01%	312
2023 Q1	$10.6M	Buy	52,758 +518	+1%	+$105K	0.1%	162
2022 Q4	$10.8M	Sell	52,240 -518	-1%	-$106K	0.11%	153
2022 Q3	$10.3M	Buy	52,758 +11,732	+29%	+$2.6M	0.11%	149
2022 Q2	$8.75M	Sell	41,026 -11,580	-22%	-$2.63M	0.08%	167
2022 Q1	$14.4M	Sell	52,606 -1,891	-3%	-$477K	0.12%	122
2021 Q4	$13.7M	Sell	54,497 -12,737	-19%	-$3.02M	0.1%	134
2021 Q3	$13.2M	Buy	67,234 +13,570	+25%	+$2.93M	0.1%	117
2021 Q2	$11.8M	Buy	53,664 +229	+0.4%	+$51K	0.1%	119
2021 Q1	$11.8M	Buy	53,435 +4,113	+8%	+$864K	0.11%	107
2020 Q4	$10.3M	Buy	49,322 +1,387	+3%	+$277K	0.1%	117
2020 Q3	$9.44M	Sell	47,935 -261	-0.5%	-$48.5K	0.1%	107
2020 Q2	$8.15M	Buy	48,196 +235	+0.5%	+$37.7K	0.1%	114
2020 Q1	$6.76M	Buy	47,961 +315	+0.7%	+$52.1K	0.1%	117
2019 Q4	$8.61M	Sell	47,646 -339	-0.7%	-$58K	0.1%	115
2019 Q3	$7.77M	Buy	47,985 +751	+2%	+$126K	0.1%	110
2019 Q2	$7.99M	Sell	47,234 -33	-0.1%	-$5.66K	0.1%	112
2019 Q1	$7.9M	Buy	47,267 +223	+0.5%	+$35.9K	0.1%	115
2018 Q4	$6.5M	Sell	47,044 -206	-0.4%	-$30.5K	0.1%	127
2018 Q3	$7.69M	Sell	47,250 -200	-0.4%	-$30.1K	0.1%	128
2018 Q2	$6.72M	Buy	47,450 +741	+2%	+$103K	0.09%	138
2018 Q1	$6.28M	Sell	46,709 -33	-0.1%	-$4.44K	0.09%	147
2017 Q4	$6.27M	Buy	46,742 +2,132	+5%	+$257K	0.09%	139
2017 Q3	$5.17M	Buy	44,610 +2,092	+5%	+$224K	0.08%	158
2017 Q2	$4.63M	Sell	42,518 -119	-0.3%	-$13K	0.08%	148
2017 Q1	$4.52M	Sell	42,637 -980	-2%	-$105K	0.09%	150
2016 Q4	$4.52M	Buy	43,617 +453	+1%	+$44.5K	0.09%	145
2016 Q3	$4.21M	Buy	43,164 +583	+1%	+$54.5K	0.09%	149
2016 Q2	$3.71M	Sell	42,581 -174	-0.4%	-$14.7K	0.09%	151
2016 Q1	$3.4M	Sell	42,755 -3,570	-8%	-$276K	0.08%	146
2015 Q4	$3.62M	Sell	46,325 -105	-0.2%	-$9.01K	0.09%	145
2015 Q3	$4.11M	Buy	46,430 +1,722	+4%	+$157K	0.11%	137
2015 Q2	$4.26M	Buy	44,708 +1,204	+3%	+$126K	0.12%	140
2015 Q1	$4.71M	Buy	43,504 +928	+2%	+$109K	0.11%	135
2014 Q4	$5.07M	Buy	42,576 +34,430	+423%	+$3.95M	0.13%	124
2014 Q3	$883K	Buy	8,146 +200	+3%	+$20.7K	0.02%	188
2014 Q2	$793K	Hold	7,946	–	–	0.02%	192
2014 Q1	$746K	Hold	7,946	–	–	0.02%	195
2013 Q4	$667K	Sell	7,946 -184	-2%	-$14.6K	0.02%	191
2013 Q3	$631K	Hold	8,130	–	–	0.02%	187
2013 Q2	$627K	Buy	+8,130	New	+$613K	0.02%	185

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management's UNP Position: Q2 2026 in Review

Congress Asset Management increased its Union Pacific (UNP) stake by 0.15% in Q2 2026, buying an estimated $525 and bringing the position to 1,350 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Congress Asset Management first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.4M in Q1 2022. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Congress Asset Management held 1,350 shares of Union Pacific worth $367K as of Q2 2026.
Congress Asset Management bought 2 Union Pacific shares in Q2 2026, an estimated $525.
Union Pacific made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #346 holding.
Congress Asset Management first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
Congress Asset Management's Union Pacific position peaked at $14.4M in Q1 2022.
914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.