Kurt F. Somerville’s Union Pacific UNP Stock Holding History

Kurt F. Somerville’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	$1.14M	Sell	4,690 -93	-2%	-$22.8K	0.3%	48
2025 Q4	$1.11M	Hold	4,783	–	–	0.19%	51
2025 Q3	$1.13M	Hold	4,783	–	–	0.19%	54
2025 Q2	$1.1M	Hold	4,783	–	–	0.19%	53
2025 Q1	$1.13M	Hold	4,783	–	–	0.2%	52
2024 Q4	$1.09M	Hold	4,783	–	–	0.18%	51
2024 Q3	$1.18M	Hold	4,783	–	–	0.19%	54
2024 Q2	$1.08M	Hold	4,783	–	–	0.18%	56
2024 Q1	$1.18M	Sell	4,783 -469	-9%	-$115K	0.2%	55
2023 Q4	$1.29M	Hold	5,252	–	–	0.24%	48
2023 Q3	$1.07M	Hold	5,252	–	–	0.22%	53
2023 Q2	$1.07M	Hold	5,252	–	–	0.2%	52
2023 Q1	$1.06M	Hold	5,252	–	–	0.19%	56
2022 Q4	$1.09M	Hold	5,252	–	–	0.21%	54
2022 Q3	$1.02M	Sell	5,252 -250	-5%	-$55.3K	0.21%	56
2022 Q2	$1.17M	Buy	5,502 +219	+4%	+$49.8K	0.22%	55
2022 Q1	$1.44M	Sell	5,283 -5,227	-50%	-$1.32M	0.23%	53
2021 Q4	$2.65M	Sell	10,510 -130	-1%	-$30.8K	0.37%	43
2021 Q3	$2.08M	Sell	10,640 -600	-5%	-$130K	0.32%	42
2021 Q2	$2.47M	Sell	11,240 -950	-8%	-$212K	0.37%	42
2021 Q1	$2.69M	Sell	12,190 -400	-3%	-$84K	0.42%	42
2020 Q4	$2.62M	Sell	12,590 -600	-5%	-$120K	0.43%	43
2020 Q3	$2.6M	Sell	13,190 -200	-1%	-$37.2K	0.46%	40
2020 Q2	$2.26M	Sell	13,390 -50	-0.4%	-$8.01K	0.42%	41
2020 Q1	$1.9M	Buy	13,440 +6,000	+81%	+$992K	0.42%	42
2019 Q4	$1.34M	Hold	7,440	–	–	0.25%	48
2019 Q3	$1.21M	Hold	7,440	–	–	0.24%	48
2019 Q2	$1.26M	Sell	7,440 -450	-6%	-$77.1K	0.25%	47
2019 Q1	$1.32M	Hold	7,890	–	–	0.26%	46
2018 Q4	$1.09M	Hold	7,890	–	–	0.25%	48
2018 Q3	$1.28M	Buy	7,890 +450	+6%	+$67.7K	0.26%	49
2018 Q2	$1.05M	Sell	7,440 -625	-8%	-$87.1K	0.23%	50
2018 Q1	$1.08M	Sell	8,065 -25	-0.3%	-$3.36K	0.24%	51
2017 Q4	$1.09M	Sell	8,090 -2,900	-26%	-$350K	0.22%	49
2017 Q3	$1.27M	Hold	10,990	–	–	0.25%	50
2017 Q2	$1.2M	Hold	10,990	–	–	0.24%	52
2017 Q1	$1.16M	Hold	10,990	–	–	0.25%	53
2016 Q4	$1.14M	Sell	10,990 -40	-0.4%	-$3.93K	0.25%	60
2016 Q3	$1.07M	Hold	11,030	–	–	0.23%	59
2016 Q2	$962K	Hold	11,030	–	–	0.22%	59
2016 Q1	$878K	Hold	11,030	–	–	0.2%	65
2015 Q4	$862K	Sell	11,030 -100	-0.9%	-$8.58K	0.2%	67
2015 Q3	$983K	Sell	11,130 -990	-8%	-$90.3K	0.25%	60
2015 Q2	$1.16M	Sell	12,120 -1,596	-12%	-$166K	0.27%	58
2015 Q1	$1.49M	Sell	13,716 -1,000	-7%	-$117K	0.34%	53
2014 Q4	$1.75M	Buy	14,716 +720	+5%	+$82.7K	0.44%	46
2014 Q3	$1.52M	Sell	13,996 -300	-2%	-$31.1K	0.61%	41
2014 Q2	$1.43M	Sell	14,296 -500	-3%	-$48.5K	0.56%	45
2014 Q1	$1.39M	Sell	14,796 -2,444	-14%	-$217K	0.55%	43
2013 Q4	$1.45M	Sell	17,240 -1,800	-9%	-$143K	0.55%	42
2013 Q3	$1.48M	Sell	19,040 -1,600	-8%	-$126K	0.59%	43
2013 Q2	$1.59M	Buy	+20,640	New	+$1.56M	0.67%	42

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kurt F. Somerville's UNP Position: Q1 2026 in Review

Kurt F. Somerville reduced its Union Pacific (UNP) stake by 1.9% in Q1 2026, selling an estimated $22.8K and leaving 4,690 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #48.

Kurt F. Somerville first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q1 2021. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Kurt F. Somerville held 4,690 shares of Union Pacific worth $1.14M as of Q1 2026.
Kurt F. Somerville sold 93 Union Pacific shares in Q1 2026, an estimated $22.8K.
Union Pacific made up 0.3% of Kurt F. Somerville's portfolio in Q1 2026, its #48 holding.
Kurt F. Somerville first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's Union Pacific position peaked at $2.69M in Q1 2021.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.