Impax Asset Management Group
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Impax Asset Management Group’s Union Pacific UNP Stock Holding History

Impax Asset Management Group’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 		$124M Sell
455,346
-292,870
-39% -$76.9M 0.81% 39
2026
Q1 		$182M Buy
748,216
+58,860
+9% +$14.4M 1.27% 22
2025
Q4 		$159M Sell
689,356
-78,916
-10% -$18M 1% 33
2025
Q3 		$182M Buy
768,272
+162,113
+27% +$36.5M 1.06% 30
2025
Q2 		$139M Sell
606,159
-49,155
-8% -$10.9M 0.8% 43
2025
Q1 		$155M Buy
655,314
+32,511
+5% +$7.83M 0.93% 37
2024
Q4 		$142M Buy
622,803
+76,567
+14% +$18.1M 0.64% 57
2024
Q3 		$135M Buy
546,236
+520,536
+2,025% +$126M 0.53% 60
2024
Q2 		$5.81M Buy
+25,700
New +$6.02M 0.02% 212
2023
Q4 		– Sell
-6,273
Closed -$1.28M – 414
2023
Q3 		$1.28M Sell
6,273
-335
-5% -$73K 0.01% 258
2023
Q2 		$1.35M Hold
6,608
– – 0.01% 257
2023
Q1 		$1.33M Hold
6,608
– – 0.01% 257
2022
Q4 		$1.37M Buy
6,608
+526
+9% +$108K 0.01% 248
2022
Q3 		$1.19M Sell
6,082
-1,511
-20% -$334K 0.01% 254
2022
Q2 		$1.62M Buy
7,593
+1,513
+25% +$344K 0.01% 244
2022
Q1 		$1.66M Sell
6,080
-4,086
-40% -$1.03M 0.01% 257
2021
Q4 		$2.56M Sell
10,166
-1,347
-12% -$319K 0.01% 235
2021
Q3 		$2.26M Buy
11,513
+3,185
+38% +$688K 0.01% 240
2021
Q2 		$1.83M Sell
8,328
-84
-1% -$18.7K 0.01% 253
2021
Q1 		$1.85M Buy
+8,412
New +$1.77M 0.01% 244

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group's UNP Position: Q2 2026 in Review

Impax Asset Management Group reduced its Union Pacific (UNP) stake by 39% in Q2 2026, selling an estimated $76.9M and leaving 455,346 shares worth $124M. The position accounts for 0.81% of the portfolio, ranked #39.

Impax Asset Management Group first reported a position in UNP in Q1 2021 and has held it in 20 quarters since. The position peaked at $182M in Q3 2025. 2,451 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Impax Asset Management Group held 455,346 shares of Union Pacific worth $124M as of Q2 2026.
  • Impax Asset Management Group sold 292,870 Union Pacific shares in Q2 2026, an estimated $76.9M.
  • Union Pacific made up 0.81% of Impax Asset Management Group's portfolio in Q2 2026, its #39 holding.
  • Impax Asset Management Group first reported a position in Union Pacific in Q1 2021 and has held it in 20 quarters since.
  • Impax Asset Management Group's Union Pacific position peaked at $182M in Q3 2025.
  • 2,451 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.