Massachusetts Financial Services
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Massachusetts Financial Services’s Union Pacific UNP Stock Holding History

Massachusetts Financial Services’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 		$1.74B Sell
7,029,932
-576,001
-8% -$141M 0.59% 43
2025
Q4 		$1.76B Sell
7,605,933
-400,521
-5% -$91.4M 0.57% 48
2025
Q3 		$1.89B Sell
8,006,454
-113,070
-1% -$25.5M 0.59% 43
2025
Q2 		$1.87B Sell
8,119,524
-240,090
-3% -$53.3M 0.59% 43
2025
Q1 		$1.97B Sell
8,359,614
-289,415
-3% -$69.7M 0.66% 32
2024
Q4 		$1.97B Sell
8,649,029
-495,568
-5% -$117M 0.62% 35
2024
Q3 		$2.25B Sell
9,144,597
-365,602
-4% -$88.7M 0.67% 29
2024
Q2 		$2.15B Sell
9,510,199
-242,640
-2% -$56.9M 0.66% 34
2024
Q1 		$2.4B Sell
9,752,839
-276,537
-3% -$68.1M 0.72% 29
2023
Q4 		$2.46B Sell
10,029,376
-565,034
-5% -$124M 0.8% 24
2023
Q3 		$2.16B Sell
10,594,410
-349,743
-3% -$76.2M 0.76% 29
2023
Q2 		$2.24B Buy
10,944,153
+115,754
+1% +$23M 0.74% 28
2023
Q1 		$2.18B Buy
10,828,399
+1,130,705
+12% +$229M 0.75% 29
2022
Q4 		$2.01B Sell
9,697,694
-131,300
-1% -$26.9M 0.7% 36
2022
Q3 		$1.91B Sell
9,828,994
-1,049,736
-10% -$232M 0.72% 34
2022
Q2 		$2.32B Sell
10,878,730
-343,703
-3% -$78.2M 0.8% 29
2022
Q1 		$3.07B Buy
11,222,433
+166,025
+2% +$41.9M 0.91% 20
2021
Q4 		$2.79B Buy
11,056,408
+560,523
+5% +$133M 0.76% 31
2021
Q3 		$2.06B Buy
10,495,885
+529,029
+5% +$114M 0.6% 44
2021
Q2 		$2.19B Sell
9,966,856
-415,693
-4% -$92.6M 0.64% 40
2021
Q1 		$2.29B Sell
10,382,549
-229,603
-2% -$48.2M 0.7% 33
2020
Q4 		$2.21B Buy
10,612,152
+307,871
+3% +$61.5M 0.71% 32
2020
Q3 		$2.03B Sell
10,304,281
-218,513
-2% -$40.6M 0.73% 32
2020
Q2 		$1.78B Sell
10,522,794
-470,451
-4% -$75.4M 0.7% 37
2020
Q1 		$1.55B Sell
10,993,245
-2,272,417
-17% -$376M 0.74% 33
2019
Q4 		$2.4B Buy
13,265,662
+451,501
+4% +$77.3M 0.9% 25
2019
Q3 		$2.08B Buy
12,814,161
+1,262,915
+11% +$212M 0.83% 28
2019
Q2 		$1.95B Buy
11,551,246
+113,649
+1% +$19.5M 0.8% 30
2019
Q1 		$1.91B Sell
11,437,597
-37,297
-0.3% -$6M 0.81% 32
2018
Q4 		$1.59B Sell
11,474,894
-266,420
-2% -$39.5M 0.76% 41
2018
Q3 		$1.91B Sell
11,741,314
-429,584
-4% -$64.7M 0.79% 35
2018
Q2 		$1.72B Sell
12,170,898
-724,589
-6% -$101M 0.74% 40
2018
Q1 		$1.73B Buy
12,895,487
+103,948
+0.8% +$14M 0.74% 39
2017
Q4 		$1.72B Sell
12,791,539
-1,753,966
-12% -$212M 0.72% 41
2017
Q3 		$1.69B Buy
14,545,505
+2,552,514
+21% +$274M 0.73% 41
2017
Q2 		$1.31B Sell
11,992,991
-134,230
-1% -$14.6M 0.58% 52
2017
Q1 		$1.28B Sell
12,127,221
-1,435,928
-11% -$153M 0.6% 51
2016
Q4 		$1.41B Sell
13,563,149
-1,763,131
-12% -$173M 0.69% 44
2016
Q3 		$1.49B Buy
15,326,280
+845,044
+6% +$79M 0.73% 42
2016
Q2 		$1.26B Buy
14,481,236
+1,036,524
+8% +$87.6M 0.64% 46
2016
Q1 		$1.07B Buy
13,444,712
+3,429,656
+34% +$265M 0.56% 53
2015
Q4 		$783M Buy
10,015,056
+1,368,777
+16% +$117M 0.42% 73
2015
Q3 		$764M Buy
8,646,279
+1,534,477
+22% +$140M 0.43% 69
2015
Q2 		$678M Buy
7,111,802
+3,718,117
+110% +$388M 0.34% 79
2015
Q1 		$368M Sell
3,393,685
-46,643
-1% -$5.47M 0.19% 120
2014
Q4 		$410M Buy
3,440,328
+163,451
+5% +$18.8M 0.21% 113
2014
Q3 		$355M Sell
3,276,877
-14,402
-0.4% -$1.49M 0.19% 123
2014
Q2 		$328M Buy
3,291,279
+76,605
+2% +$7.42M 0.17% 133
2014
Q1 		$302M Buy
3,214,674
+605,828
+23% +$53.8M 0.16% 138
2013
Q4 		$219M Buy
2,608,846
+152,214
+6% +$12.1M 0.12% 169
2013
Q3 		$191M Buy
2,456,632
+72,174
+3% +$5.7M 0.12% 170
2013
Q2 		$184M Buy
+2,384,458
New +$180M 0.12% 159

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

Massachusetts Financial Services's UNP Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Union Pacific (UNP) stake by 7.6% in Q1 2026, selling an estimated $141M and leaving 7,029,932 shares worth $1.74B. The position accounts for 0.59% of the portfolio, ranked #43.

Massachusetts Financial Services first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.07B in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Massachusetts Financial Services held 7,029,932 shares of Union Pacific worth $1.74B as of Q1 2026.
  • Massachusetts Financial Services sold 576,001 Union Pacific shares in Q1 2026, an estimated $141M.
  • Union Pacific made up 0.59% of Massachusetts Financial Services's portfolio in Q1 2026, its #43 holding.
  • Massachusetts Financial Services first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Union Pacific position peaked at $3.07B in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.