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Joseph Group Capital Management’s Union Pacific UNP Stock Holding History

Joseph Group Capital 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
Q1 		$33.5K Buy
138
+86
+165% +$21.1K 0.01% 129
2025
Q4 		$12K Buy
+52
New +$11.9K ﹤0.01% 163

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Joseph Group Capital Management's UNP Position: Q1 2026 in Review

Joseph Group Capital Management increased its Union Pacific (UNP) stake by 165% in Q1 2026, buying an estimated $21.1K and bringing the position to 138 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #129.

Joseph Group Capital Management first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Joseph Group Capital Management held 138 shares of Union Pacific worth $33.5K as of Q1 2026.
  • Joseph Group Capital Management bought 86 Union Pacific shares in Q1 2026, an estimated $21.1K.
  • Union Pacific made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #129 holding.
  • Joseph Group Capital Management first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.