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Forte Capital’s Union Pacific UNP Stock Holding History

Forte Capital’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
2025
Q2 		$228K Sell
989
-15
-1% -$3.33K 0.02% 233
2025
Q1 		$237K Sell
1,004
-17
-2% -$4.09K 0.03% 224
2024
Q4 		$233K Sell
1,021
-100
-9% -$23.7K 0.03% 223
2024
Q3 		$276K Sell
1,121
-27
-2% -$6.55K 0.03% 211
2024
Q2 		$260K Sell
1,148
-222
-16% -$52K 0.03% 207
2024
Q1 		$337K Hold
1,370
– – 0.04% 186
2023
Q4 		$336K Sell
1,370
-35
-2% -$7.7K 0.05% 182
2023
Q3 		$286K Hold
1,405
– – 0.04% 179
2023
Q2 		$287K Hold
1,405
– – 0.04% 179
2023
Q1 		$283K Hold
1,405
– – 0.04% 181
2022
Q4 		$291K Buy
1,405
+69
+5% +$14.2K 0.05% 171
2022
Q3 		$260K Buy
1,336
+51
+4% +$11.3K 0.05% 163
2022
Q2 		$274K Sell
1,285
-50
-4% -$11.4K 0.05% 168
2022
Q1 		$336K Hold
1,335
– – 0.04% 173
2021
Q4 		$336K Buy
1,335
+55
+4% +$13K 0.04% 173
2021
Q3 		$251K Sell
1,280
-169
-12% -$36.5K 0.03% 198
2021
Q2 		$319K Buy
1,449
+124
+9% +$27.6K 0.04% 175
2021
Q1 		$292K Buy
1,325
+148
+13% +$31.1K 0.05% 175
2020
Q4 		$245K Sell
1,177
-43
-4% -$8.59K 0.04% 184
2020
Q3 		$240K Sell
1,220
-103
-8% -$19.1K 0.04% 165
2020
Q2 		$224K Buy
+1,323
New +$212K 0.05% 166
2018
Q1 		– Sell
-2,276
Closed -$305K – 156
2017
Q4 		$305K Hold
2,276
– – 0.09% 136
2017
Q3 		$264K Hold
2,276
– – 0.08% 140
2017
Q2 		$248K Hold
2,276
– – 0.08% 140
2017
Q1 		$241K Buy
+2,276
New +$243K 0.08% 141

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's UNP Position: Q2 2025 in Review

Forte Capital reduced its Union Pacific (UNP) stake by 1.5% in Q2 2025, selling an estimated $3.33K and leaving 989 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #233.

Forte Capital first reported a position in UNP in Q1 2017 and has held it in 25 quarters since. The position peaked at $337K in Q1 2024. 2,668 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Forte Capital held 989 shares of Union Pacific worth $228K as of Q2 2025.
  • Forte Capital sold 15 Union Pacific shares in Q2 2025, an estimated $3.33K.
  • Union Pacific made up 0.02% of Forte Capital's portfolio in Q2 2025, its #233 holding.
  • Forte Capital first reported a position in Union Pacific in Q1 2017 and has held it in 25 quarters since.
  • Forte Capital's Union Pacific position peaked at $337K in Q1 2024.
  • 2,668 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.