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Dean Investment Associates’s Union Pacific UNP Stock Holding History

Dean Investment Associates’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 		$5.25M Sell
19,305
-2,447
-11% -$643K 0.69% 57
2026
Q1 		$5.28M Sell
21,752
-1,377
-6% -$337K 0.74% 40
2025
Q4 		$5.35M Sell
23,129
-942
-4% -$215K 0.76% 33
2025
Q3 		$5.69M Sell
24,071
-480
-2% -$108K 0.8% 25
2025
Q2 		$5.65M Buy
24,551
+8,667
+55% +$1.92M 0.83% 25
2025
Q1 		$3.75M Sell
15,884
-1,365
-8% -$329K 0.55% 66
2024
Q4 		$3.93M Sell
17,249
-356
-2% -$84.3K 0.56% 56
2024
Q3 		$4.34M Sell
17,605
-836
-5% -$203K 0.59% 54
2024
Q2 		$4.17M Buy
18,441
+604
+3% +$142K 0.59% 61
2024
Q1 		$4.39M Sell
17,837
-7,894
-31% -$1.94M 0.6% 67
2023
Q4 		$6.32M Sell
25,731
-741
-3% -$163K 0.9% 19
2023
Q3 		$5.39M Sell
26,472
-193
-0.7% -$42K 0.88% 25
2023
Q2 		$5.46M Buy
26,665
+189
+0.7% +$37.6K 0.89% 29
2023
Q1 		$5.33M Buy
26,476
+15,410
+139% +$3.12M 0.85% 32
2022
Q4 		$2.29M Buy
+11,066
New +$2.27M 0.39% 95

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

Dean Investment Associates's UNP Position: Q2 2026 in Review

Dean Investment Associates reduced its Union Pacific (UNP) stake by 11% in Q2 2026, selling an estimated $643K and leaving 19,305 shares worth $5.25M. The position accounts for 0.69% of the portfolio, ranked #57.

Dean Investment Associates first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.32M in Q4 2023. 2,879 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Dean Investment Associates held 19,305 shares of Union Pacific worth $5.25M as of Q2 2026.
  • Dean Investment Associates sold 2,447 Union Pacific shares in Q2 2026, an estimated $643K.
  • Union Pacific made up 0.69% of Dean Investment Associates's portfolio in Q2 2026, its #57 holding.
  • Dean Investment Associates first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Dean Investment Associates's Union Pacific position peaked at $6.32M in Q4 2023.
  • 2,879 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.