JC
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JM2 Capital’s Union Pacific UNP Stock Holding History

JM2 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
2026
Q2 		$249K Sell
916
-16
-2% -$4.2K 0.17% 104
2026
Q1 		$226K Sell
932
-40
-4% -$9.79K 0.19% 105
2025
Q4 		$225K Buy
+972
New +$222K 0.18% 98

Other funds holding UNP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

JM2 Capital's UNP Position: Q2 2026 in Review

JM2 Capital reduced its Union Pacific (UNP) stake by 1.7% in Q2 2026, selling an estimated $4.2K and leaving 916 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #104.

JM2 Capital first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • JM2 Capital held 916 shares of Union Pacific worth $249K as of Q2 2026.
  • JM2 Capital sold 16 Union Pacific shares in Q2 2026, an estimated $4.2K.
  • Union Pacific made up 0.17% of JM2 Capital's portfolio in Q2 2026, its #104 holding.
  • JM2 Capital first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 1,730 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.