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Kensington Investment Counsel’s Union Pacific UNP Stock Holding History

Kensington Investment Counsel’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 		$3.07M Sell
11,276
-493
-4% -$129K 1.33% 25
2026
Q1 		$2.86M Sell
11,769
-107
-0.9% -$26.2K 1.37% 27
2025
Q4 		$2.75M Buy
11,876
+470
+4% +$107K 1.12% 28
2025
Q3 		$2.7M Buy
+11,406
New +$2.57M 1.1% 28

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

Kensington Investment Counsel's UNP Position: Q2 2026 in Review

Kensington Investment Counsel reduced its Union Pacific (UNP) stake by 4.2% in Q2 2026, selling an estimated $129K and leaving 11,276 shares worth $3.07M. The position accounts for 1.33% of the portfolio, ranked #25.

Kensington Investment Counsel first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,885 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Kensington Investment Counsel held 11,276 shares of Union Pacific worth $3.07M as of Q2 2026.
  • Kensington Investment Counsel sold 493 Union Pacific shares in Q2 2026, an estimated $129K.
  • Union Pacific made up 1.33% of Kensington Investment Counsel's portfolio in Q2 2026, its #25 holding.
  • Kensington Investment Counsel first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.