Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Union Pacific UNP Stock Holding History

Kovitz Investment Group Partners’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 		$971K Sell
4,001
-72
-2% -$17.6K 0.02% 323
2025
Q4 		$942K Sell
4,073
-69,576
-94% -$15.9M 0.02% 327
2025
Q3 		$17.4M Buy
73,649
+4,477
+6% +$1.01M 0.07% 236
2025
Q2 		$15.9M Buy
69,172
+10,105
+17% +$2.24M 0.07% 234
2025
Q1 		$14M Buy
59,067
+2,475
+4% +$596K 0.07% 218
2024
Q4 		$12.9M Buy
56,592
+14,468
+34% +$3.43M 0.06% 227
2024
Q3 		$8.03M Buy
42,124
+12,736
+43% +$3.09M 0.06% 263
2024
Q2 		$6.65M Buy
29,388
+5,705
+24% +$1.34M 0.06% 241
2024
Q1 		$5.82M Sell
23,683
-164
-0.7% -$40.4K 0.07% 188
2023
Q4 		$5.86M Buy
23,847
+2,776
+13% +$610K 0.1% 129
2023
Q3 		$4.29M Sell
21,071
-519
-2% -$113K 0.08% 167
2023
Q2 		$4.42M Sell
21,590
-294
-1% -$58.4K 0.06% 166
2023
Q1 		$4.4M Sell
21,884
-6,468
-23% -$1.31M 0.08% 166
2022
Q4 		$5.87M Buy
28,352
+2,304
+9% +$473K 0.12% 129
2022
Q3 		$5.08M Buy
26,048
+4,289
+20% +$949K 0.12% 141
2022
Q2 		$4.64M Sell
21,759
-1,449
-6% -$330K 0.1% 157
2022
Q1 		$6.34M Buy
23,208
+20,107
+648% +$5.08M 0.12% 130
2021
Q4 		$646K Sell
3,101
-21,463
-87% -$5.08M 0.02% 322
2021
Q3 		$4.82M Buy
24,564
+8,028
+49% +$1.73M 0.1% 148
2021
Q2 		$3.64M Buy
16,536
+10,135
+158% +$2.26M 0.07% 188
2021
Q1 		$1.41M Buy
6,401
+3,300
+106% +$693K 0.03% 245
2020
Q4 		$646K Sell
3,101
-10
-0.3% -$2K 0.02% 318
2020
Q3 		$612K Sell
3,111
-115
-4% -$21.4K 0.02% 307
2020
Q2 		$546K Sell
3,226
-5,610
-63% -$899K 0.02% 304
2020
Q1 		$1.25M Buy
8,836
+6,774
+329% +$1.12M 0.05% 216
2019
Q4 		$373K Buy
+2,062
New +$353K 0.01% 335
2018
Q4 		– Sell
-1,644
Closed -$268K – 264
2018
Q3 		$268K Buy
1,644
+150
+10% +$22.6K 0.01% 137
2018
Q2 		$212K Hold
1,494
– – 0.01% 141
2018
Q1 		$201K Sell
1,494
-1,119
-43% -$151K 0.01% 140
2017
Q4 		$350 Buy
2,613
+85
+3% +$10.3K 0.02% 133
2017
Q3 		$293K Hold
2,528
– – 0.01% 138
2017
Q2 		$275K Buy
2,528
+145
+6% +$15.8K 0.01% 140
2017
Q1 		$252K Sell
2,383
-38,325
-94% -$4.09M 0.01% 122
2016
Q4 		$4.22M Sell
40,708
-7,657
-16% -$753K 0.25% 38
2016
Q3 		$4.72M Sell
48,365
-1,687
-3% -$158K 0.29% 41
2016
Q2 		$2.09M Sell
50,052
-1,750
-3% -$148K 0.14% 65
2016
Q1 		$4.12M Buy
+51,802
New +$4M 0.24% 47

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's UNP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Union Pacific (UNP) stake by 1.8% in Q1 2026, selling an estimated $17.6K and leaving 4,001 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #323.

Kovitz Investment Group Partners first reported a position in UNP in Q1 2016 and has held it in 37 quarters since. The position peaked at $17.4M in Q3 2025. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Kovitz Investment Group Partners held 4,001 shares of Union Pacific worth $971K as of Q1 2026.
  • Kovitz Investment Group Partners sold 72 Union Pacific shares in Q1 2026, an estimated $17.6K.
  • Union Pacific made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #323 holding.
  • Kovitz Investment Group Partners first reported a position in Union Pacific in Q1 2016 and has held it in 37 quarters since.
  • Kovitz Investment Group Partners's Union Pacific position peaked at $17.4M in Q3 2025.
  • 2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.