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GLOBALT Investments’s Union Pacific UNP Stock Holding History

GLOBALT Investments’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 		$7.11M Sell
26,137
-559
-2% -$147K 0.24% 49
2026
Q1 		$6.48M Sell
26,696
-1,088
-4% -$266K 0.23% 55
2025
Q4 		$6.43M Sell
27,784
-649
-2% -$148K 0.23% 55
2025
Q3 		$6.72M Sell
28,433
-430
-1% -$96.9K 0.25% 56
2025
Q2 		$6.64M Sell
28,863
-1,663
-5% -$369K 0.25% 54
2025
Q1 		$7.21M Buy
30,526
+422
+1% +$102K 0.29% 50
2024
Q4 		$6.86M Sell
30,104
-713
-2% -$169K 0.26% 48
2024
Q3 		$7.6M Sell
30,817
-944
-3% -$229K 0.28% 41
2024
Q2 		$7.19M Sell
31,761
-380
-1% -$89.1K 0.29% 46
2024
Q1 		$7.9M Sell
32,141
-697
-2% -$172K 0.31% 40
2023
Q4 		$8.07M Buy
+32,838
New +$7.22M 0.34% 34

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

GLOBALT Investments's UNP Position: Q2 2026 in Review

GLOBALT Investments reduced its Union Pacific (UNP) stake by 2.1% in Q2 2026, selling an estimated $147K and leaving 26,137 shares worth $7.11M. The position accounts for 0.24% of the portfolio, ranked #49.

GLOBALT Investments first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.07M in Q4 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • GLOBALT Investments held 26,137 shares of Union Pacific worth $7.11M as of Q2 2026.
  • GLOBALT Investments sold 559 Union Pacific shares in Q2 2026, an estimated $147K.
  • Union Pacific made up 0.24% of GLOBALT Investments's portfolio in Q2 2026, its #49 holding.
  • GLOBALT Investments first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Union Pacific position peaked at $8.07M in Q4 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.