De Burlo Group’s Union Pacific UNP Stock Holding History

De Burlo 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 Q1	$234K	Hold	964	–	–	0.05%	84
2025 Q4	$223K	Hold	964	–	–	0.03%	77
2025 Q3	$228K	Hold	964	–	–	0.03%	74
2025 Q2	$222K	Hold	964	–	–	0.03%	77
2025 Q1	$228K	Hold	964	–	–	0.03%	76
2024 Q4	$220K	Sell	964 -700	-42%	-$166K	0.03%	76
2024 Q3	$410K	Sell	1,664 -900	-35%	-$218K	0.05%	70
2024 Q2	$580K	Hold	2,564	–	–	0.08%	65
2024 Q1	$631K	Hold	2,564	–	–	0.08%	66
2023 Q4	$522K	Hold	2,564	–	–	0.09%	72
2023 Q3	$522K	Hold	2,564	–	–	0.09%	72
2023 Q2	$525K	Hold	2,564	–	–	0.09%	76
2023 Q1	$516K	Hold	2,564	–	–	0.1%	77
2022 Q4	$531K	Hold	2,564	–	–	0.12%	67
2022 Q3	$500K	Buy	+2,564	New	+$567K	0.12%	68
2022 Q2	–	Sell	-2,564	Closed	-$701K	–	191
2022 Q1	$701K	Hold	2,564	–	–	0.13%	66
2021 Q4	$646K	Hold	2,564	–	–	0.09%	79
2021 Q3	$503K	Hold	2,564	–	–	0.08%	84
2021 Q2	$564K	Buy	2,564 +200	+8%	+$44.5K	0.09%	75
2021 Q1	$521K	Hold	2,364	–	–	0.09%	78
2020 Q4	$492K	Hold	2,364	–	–	0.08%	76
2020 Q3	$465K	Sell	2,364 -100	-4%	-$18.6K	0.08%	71
2020 Q2	$348K	Hold	2,464	–	–	0.1%	58
2020 Q1	$348K	Sell	2,464 -14,550	-86%	-$2.41M	0.1%	58
2019 Q4	$3.08M	Sell	17,014 -125	-0.7%	-$21.4K	0.62%	40
2019 Q3	$2.78M	Sell	17,139 -1,200	-7%	-$202K	0.63%	40
2019 Q2	$3.1M	Buy	18,339 +250	+1%	+$42.8K	0.61%	43
2019 Q1	$3.02M	Buy	18,089 +15,025	+490%	+$2.42M	0.61%	44
2018 Q4	$423K	Buy	3,064 +100	+3%	+$14.8K	0.1%	79
2018 Q3	$482K	Hold	2,964	–	–	0.09%	97
2018 Q2	$419K	Hold	2,964	–	–	0.09%	92
2018 Q1	$398K	Hold	2,964	–	–	0.09%	89
2017 Q4	$397K	Hold	2,964	–	–	0.08%	90
2017 Q3	$343K	Hold	2,964	–	–	0.08%	96
2017 Q2	$322K	Hold	2,964	–	–	0.07%	93
2017 Q1	$313K	Hold	2,964	–	–	0.07%	90
2016 Q4	$307K	Buy	2,964 +800	+37%	+$78.7K	0.07%	89
2016 Q3	$211K	Buy	+2,164	New	+$202K	0.06%	97
2016 Q1	–	Sell	-3,364	Closed	-$263K	–	103
2015 Q4	$263K	Hold	3,364	–	–	0.06%	96
2015 Q3	$297K	Sell	3,364 -800	-19%	-$73K	0.07%	91
2015 Q2	$397K	Buy	4,164 +600	+17%	+$62.6K	0.08%	86
2015 Q1	$386K	Buy	3,564 +600	+20%	+$70.4K	0.08%	89
2014 Q4	$353K	Hold	2,964	–	–	0.07%	91
2014 Q3	$321K	Hold	2,964	–	–	0.07%	91
2014 Q2	$296K	Hold	2,964	–	–	0.07%	90
2014 Q1	$278K	Hold	2,964	–	–	0.07%	85
2013 Q4	$248K	Hold	2,964	–	–	0.06%	96
2013 Q3	$230K	Buy	+2,964	New	+$234K	0.06%	89

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

De Burlo Group's UNP Position: Q1 2026 in Review

De Burlo Group held its Union Pacific (UNP) position steady in Q1 2026 at 964 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #84.

De Burlo Group first reported a position in UNP in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.1M in Q2 2019. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

De Burlo Group held 964 shares of Union Pacific worth $234K as of Q1 2026.
De Burlo Group left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.05% of De Burlo Group's portfolio in Q1 2026, its #84 holding.
De Burlo Group first reported a position in Union Pacific in Q3 2013 and has held it in 48 quarters since.
De Burlo Group's Union Pacific position peaked at $3.1M in Q2 2019.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.