Essex Investment Management’s Union Pacific UNP Stock Holding History

Essex Investment 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 Q1	$8.49K	Hold	35	–	–	﹤0.01%	300
2025 Q4	$8.1K	Hold	35	–	–	﹤0.01%	302
2025 Q3	$8.27K	Hold	35	–	–	﹤0.01%	296
2025 Q2	$8.05K	Hold	35	–	–	﹤0.01%	294
2025 Q1	$8.27K	Hold	35	–	–	﹤0.01%	299
2024 Q4	$7.98K	Hold	35	–	–	﹤0.01%	300
2024 Q3	$8.63K	Hold	35	–	–	﹤0.01%	294
2024 Q2	$7.92K	Hold	35	–	–	﹤0.01%	296
2024 Q1	$8.61K	Hold	35	–	–	﹤0.01%	295
2023 Q4	$8.6K	Hold	35	–	–	﹤0.01%	306
2023 Q3	$7.13K	Hold	35	–	–	﹤0.01%	348
2023 Q2	$7.16K	Hold	35	–	–	﹤0.01%	358
2023 Q1	$7.04K	Hold	35	–	–	﹤0.01%	369
2022 Q4	$7K	Hold	35	–	–	﹤0.01%	382
2022 Q3	$7K	Hold	35	–	–	﹤0.01%	387
2022 Q2	$7K	Hold	35	–	–	﹤0.01%	399
2022 Q1	$10K	Hold	35	–	–	﹤0.01%	371
2021 Q4	$9K	Hold	35	–	–	﹤0.01%	385
2021 Q3	$7K	Hold	35	–	–	﹤0.01%	404
2021 Q2	$8K	Hold	35	–	–	﹤0.01%	403
2021 Q1	$8K	Hold	35	–	–	﹤0.01%	427
2020 Q4	$7K	Hold	35	–	–	﹤0.01%	451
2020 Q3	$7K	Buy	+35	New	+$6.5K	﹤0.01%	450
2020 Q1	–	Sell	-97	Closed	-$18K	–	470
2019 Q4	$18K	Hold	97	–	–	﹤0.01%	439
2019 Q3	$16K	Sell	97 -75	-44%	-$12.6K	﹤0.01%	435
2019 Q2	$29K	Hold	172	–	–	﹤0.01%	420
2019 Q1	$29K	Sell	172 -170	-50%	-$27.4K	﹤0.01%	415
2018 Q4	$47K	Buy	+342	New	+$50.7K	0.01%	400

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's UNP Position: Q1 2026 in Review

Essex Investment Management held its Union Pacific (UNP) position steady in Q1 2026 at 35 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Essex Investment Management first reported a position in UNP in Q4 2018 and has held it in 28 quarters since. The position peaked at $47K in Q4 2018. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Essex Investment Management held 35 shares of Union Pacific worth $8.49K as of Q1 2026.
Essex Investment Management left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up ﹤0.01% of Essex Investment Management's portfolio in Q1 2026, its #300 holding.
Essex Investment Management first reported a position in Union Pacific in Q4 2018 and has held it in 28 quarters since.
Essex Investment Management's Union Pacific position peaked at $47K in Q4 2018.
2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.