Forte Asset Management’s Union Pacific UNP Stock Holding History

Forte 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 Q1	$218K	Hold	900	–	–	0.1%	71
2025 Q4	$208K	Hold	900	–	–	0.09%	72
2025 Q3	$213K	Hold	900	–	–	0.1%	70
2025 Q2	$207K	Hold	900	–	–	0.11%	65
2025 Q1	$213K	Buy	+900	New	+$217K	0.11%	65

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

Forte Asset Management's UNP Position: Q1 2026 in Review

Forte Asset Management held its Union Pacific (UNP) position steady in Q1 2026 at 900 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #71.

Forte Asset Management first reported a position in UNP in Q1 2025 and has held it in 5 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Forte Asset Management held 900 shares of Union Pacific worth $218K as of Q1 2026.
Forte Asset Management left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.1% of Forte Asset Management's portfolio in Q1 2026, its #71 holding.
Forte Asset Management first reported a position in Union Pacific in Q1 2025 and has held it in 5 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.