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Goelzer Investment Management’s Union Pacific UNP Stock Holding History

Goelzer 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
Q2 		$6.93M Sell
25,476
-1,153
-4% -$303K 0.3% 66
2026
Q1 		$6.46M Buy
26,629
+3
+0% +$735 0.31% 67
2025
Q4 		$6.16M Buy
26,626
+4,523
+20% +$1.03M 0.29% 71
2025
Q3 		$5.22M Sell
22,103
-456
-2% -$103K 0.28% 84
2025
Q2 		$5.19M Sell
22,559
-133
-0.6% -$29.5K 0.28% 79
2025
Q1 		$5.36M Sell
22,692
-117
-0.5% -$28.2K 0.31% 76
2024
Q4 		$5.2M Sell
22,809
-456
-2% -$108K 0.3% 81
2024
Q3 		$5.73M Buy
23,265
+5,420
+30% +$1.31M 0.31% 75
2024
Q2 		$4.04M Sell
17,845
-373
-2% -$87.4K 0.23% 98
2024
Q1 		$4.48M Sell
18,218
-200
-1% -$49.2K 0.25% 89
2023
Q4 		$4.52M Sell
18,418
-67
-0.4% -$14.7K 0.29% 85
2023
Q3 		$3.76M Sell
18,485
-377
-2% -$82.1K 0.26% 91
2023
Q2 		$3.86M Sell
18,862
-318
-2% -$63.2K 0.33% 91
2023
Q1 		$3.86M Buy
19,180
+12,351
+181% +$2.5M 0.34% 89
2022
Q4 		$1.41M Buy
6,829
+680
+11% +$139K 0.12% 139
2022
Q3 		$1.2M Buy
6,149
+832
+16% +$184K 0.12% 141
2022
Q2 		$1.13M Buy
5,317
+1,844
+53% +$420K 0.11% 147
2022
Q1 		$949K Buy
3,473
+48
+1% +$12.1K 0.08% 155
2021
Q4 		$863K Buy
3,425
+117
+4% +$27.7K 0.07% 161
2021
Q3 		$648K Sell
3,308
-580
-15% -$125K 0.06% 162
2021
Q2 		$855K Buy
3,888
+490
+14% +$109K 0.07% 162
2021
Q1 		$749K Sell
3,398
-590
-15% -$124K 0.07% 160
2020
Q4 		$830K Sell
3,988
-424
-10% -$84.7K 0.08% 156
2020
Q3 		$869K Hold
4,412
– – 0.08% 165
2020
Q2 		$746K Buy
4,412
+29
+0.7% +$4.65K 0.07% 167
2020
Q1 		$618K Sell
4,383
-46
-1% -$7.6K 0.07% 178
2019
Q4 		$801K Sell
4,429
-16
-0.4% -$2.74K 0.07% 177
2019
Q3 		$720K Sell
4,445
-136
-3% -$22.9K 0.07% 176
2019
Q2 		$775K Buy
4,581
+48
+1% +$8.22K 0.07% 177
2019
Q1 		$758K Buy
4,533
+348
+8% +$56K 0.07% 185
2018
Q4 		$578K Hold
4,185
– – 0.07% 159
2018
Q3 		$681K Buy
4,185
+33
+0.8% +$4.97K 0.08% 158
2018
Q2 		$588K Sell
4,152
-430
-9% -$59.9K 0.07% 160
2018
Q1 		$616K Sell
4,582
-710
-13% -$95.5K 0.07% 162
2017
Q4 		$710K Buy
5,292
+1,710
+48% +$206K 0.08% 160
2017
Q3 		$415K Hold
3,582
– – 0.05% 167
2017
Q2 		$390K Hold
3,582
– – 0.05% 165
2017
Q1 		$379K Hold
3,582
– – 0.05% 165
2016
Q4 		$371K Hold
3,582
– – 0.05% 171
2016
Q3 		$349K Hold
3,582
– – 0.05% 176
2016
Q2 		$313K Sell
3,582
-270
-7% -$22.8K 0.04% 181
2016
Q1 		$306K Buy
3,852
+261
+7% +$20.2K 0.04% 179
2015
Q4 		$281K Buy
3,591
+9
+0.3% +$772 0.04% 184
2015
Q3 		$317K Hold
3,582
– – 0.05% 176
2015
Q2 		$342K Sell
3,582
-30
-0.8% -$3.13K 0.05% 174
2015
Q1 		$391K Sell
3,612
-970
-21% -$114K 0.06% 165
2014
Q4 		$546K Hold
4,582
– – 0.08% 155
2014
Q3 		$497K Sell
4,582
-200
-4% -$20.7K 0.08% 158
2014
Q2 		$477K Sell
4,782
-770
-14% -$74.6K 0.08% 158
2014
Q1 		$521K Sell
5,552
-2,400
-30% -$213K 0.09% 153
2013
Q4 		$668K Hold
7,952
– – 0.12% 147
2013
Q3 		$618K Sell
7,952
-8,352
-51% -$660K 0.13% 143
2013
Q2 		$1.26M Buy
+16,304
New +$1.23M 0.13% 142

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Goelzer Investment Management's UNP Position: Q2 2026 in Review

Goelzer Investment Management reduced its Union Pacific (UNP) stake by 4.3% in Q2 2026, selling an estimated $303K and leaving 25,476 shares worth $6.93M. The position accounts for 0.3% of the portfolio, ranked #66.

Goelzer Investment Management first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Goelzer Investment Management held 25,476 shares of Union Pacific worth $6.93M as of Q2 2026.
  • Goelzer Investment Management sold 1,153 Union Pacific shares in Q2 2026, an estimated $303K.
  • Union Pacific made up 0.3% of Goelzer Investment Management's portfolio in Q2 2026, its #66 holding.
  • Goelzer Investment Management first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.