DLCIG
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D.L. Carlson Investment Group’s Union Pacific UNP Stock Holding History

D.L. Carlson Investment Group’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 		$334K Sell
1,229
-419
-25% -$110K 0.05% 114
2026
Q1 		$400K Buy
1,648
+134
+9% +$32.8K 0.07% 110
2025
Q4 		$350K Sell
1,514
-339
-18% -$77.4K 0.06% 119
2025
Q3 		$438K Buy
1,853
+228
+14% +$51.4K 0.07% 115
2025
Q2 		$374K Sell
1,625
-354
-18% -$78.6K 0.07% 113
2025
Q1 		$468K Sell
1,979
-28
-1% -$6.74K 0.09% 115
2024
Q4 		$458K Buy
2,007
+370
+23% +$87.6K 0.08% 116
2024
Q3 		$403K Sell
1,637
-281
-15% -$68.1K 0.07% 122
2024
Q2 		$434K Buy
1,918
+17
+0.9% +$3.98K 0.08% 117
2024
Q1 		$468K Buy
1,901
+31
+2% +$7.63K 0.09% 116
2023
Q4 		$469K Buy
1,870
+74
+4% +$16.3K 0.1% 112
2023
Q3 		$366K Sell
1,796
-43
-2% -$9.37K 0.07% 111
2023
Q2 		$376K Sell
1,839
-87
-5% -$17.3K 0.07% 111
2023
Q1 		$388K Buy
1,926
+128
+7% +$25.9K 0.09% 105
2022
Q4 		$372K Sell
1,798
-15
-0.8% -$3.08K 0.08% 105
2022
Q3 		$353K Sell
1,813
-120
-6% -$26.6K 0.08% 106
2022
Q2 		$412K Hold
1,933
– – 0.09% 107
2022
Q1 		$528K Sell
1,933
-83
-4% -$21K 0.09% 107
2021
Q4 		$508K Hold
2,016
– – 0.08% 105
2021
Q3 		$395K Hold
2,016
– – 0.07% 112
2021
Q2 		$443K Sell
2,016
-202
-9% -$45K 0.08% 112
2021
Q1 		$489K Hold
2,218
– – 0.09% 109
2020
Q4 		$462K Buy
2,218
+16
+0.7% +$3.2K 0.08% 106
2020
Q3 		$434K Buy
2,202
+117
+6% +$21.7K 0.09% 102
2020
Q2 		$353K Sell
2,085
-65
-3% -$10.4K 0.11% 107
2020
Q1 		$303K Hold
2,150
– – 0.11% 118
2019
Q4 		$389K Hold
2,150
– – 0.11% 115
2019
Q3 		$348K Hold
2,150
– – 0.11% 113
2019
Q2 		$364K Hold
2,150
– – 0.11% 115
2019
Q1 		$359K Sell
2,150
-15
-0.7% -$2.41K 0.11% 117
2018
Q4 		$299K Sell
2,165
-76
-3% -$11.3K 0.1% 122
2018
Q3 		$365K Sell
2,241
-100
-4% -$15.1K 0.1% 118
2018
Q2 		$332K Buy
2,341
+231
+11% +$32.2K 0.1% 116
2018
Q1 		$284K Sell
2,110
-90
-4% -$12.1K 0.09% 113
2017
Q4 		$295K Hold
2,200
– – 0.09% 117
2017
Q3 		$255K Hold
2,200
– – 0.08% 117
2017
Q2 		$240K Sell
2,200
-100
-4% -$10.9K 0.07% 124
2017
Q1 		$244K Sell
2,300
-125
-5% -$13.3K 0.08% 119
2016
Q4 		$251K Hold
2,425
– – 0.09% 124
2016
Q3 		$237K Hold
2,425
– – 0.08% 121
2016
Q2 		$212K Buy
+2,425
New +$205K 0.08% 124
2016
Q1 		– Sell
-39,175
Closed -$3.06M – 131
2015
Q4 		$3.06M Sell
39,175
-3,686
-9% -$316K 1.14% 33
2015
Q3 		$3.79M Sell
42,861
-648
-1% -$59.1K 1.53% 22
2015
Q2 		$4.15M Sell
43,509
-65
-0.1% -$6.78K 1.5% 18
2015
Q1 		$4.72M Sell
43,574
-5,530
-11% -$649K 1.68% 9
2014
Q4 		$5.85M Sell
49,104
-6,020
-11% -$691K 2.11% 5
2014
Q3 		$5.98M Buy
55,124
+4,270
+8% +$442K 2.24% 3
2014
Q2 		$5.07M Buy
50,854
+43,330
+576% +$4.2M 1.85% 7
2014
Q1 		$706K Sell
7,524
-60
-0.8% -$5.33K 0.27% 93
2013
Q4 		$637K Sell
7,584
-1,000
-12% -$79.2K 0.23% 95
2013
Q3 		$667K Sell
8,584
-160
-2% -$12.6K 0.26% 90
2013
Q2 		$675K Buy
+8,744
New +$659K 0.27% 87

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

D.L. Carlson Investment Group's UNP Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its Union Pacific (UNP) stake by 25% in Q2 2026, selling an estimated $110K and leaving 1,229 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #114.

D.L. Carlson Investment Group first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.98M in Q3 2014. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • D.L. Carlson Investment Group held 1,229 shares of Union Pacific worth $334K as of Q2 2026.
  • D.L. Carlson Investment Group sold 419 Union Pacific shares in Q2 2026, an estimated $110K.
  • Union Pacific made up 0.05% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #114 holding.
  • D.L. Carlson Investment Group first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • D.L. Carlson Investment Group's Union Pacific position peaked at $5.98M in Q3 2014.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.