Michael J. Puzo’s Union Pacific UNP Stock Holding History

Michael J. Puzo’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	$546K	Hold	2,250	–	–	0.16%	49
2025 Q4	$520K	Hold	2,250	–	–	0.14%	47
2025 Q3	$532K	Hold	2,250	–	–	0.15%	49
2025 Q2	$518K	Hold	2,250	–	–	0.15%	50
2025 Q1	$532K	Hold	2,250	–	–	0.15%	50
2024 Q4	$513K	Sell	2,250 -100	-4%	-$23.7K	0.14%	47
2024 Q3	$579K	Sell	2,350 -100	-4%	-$24.2K	0.15%	50
2024 Q2	$554K	Sell	2,450 -210	-8%	-$49.2K	0.15%	53
2024 Q1	$654K	Sell	2,660 -400	-13%	-$98.4K	0.18%	54
2023 Q4	$752K	Sell	3,060 -120	-4%	-$26.4K	0.24%	46
2023 Q3	$648K	Sell	3,180 -250	-7%	-$54.4K	0.22%	53
2023 Q2	$702K	Hold	3,430	–	–	0.22%	53
2023 Q1	$690K	Sell	3,430 -170	-5%	-$34.5K	0.23%	53
2022 Q4	$745K	Hold	3,600	–	–	0.27%	51
2022 Q3	$701K	Hold	3,600	–	–	0.27%	54
2022 Q2	$768K	Sell	3,600 -50	-1%	-$11.4K	0.27%	53
2022 Q1	$997K	Sell	3,650 -100	-3%	-$25.3K	0.3%	51
2021 Q4	$945K	Hold	3,750	–	–	0.27%	47
2021 Q3	$735K	Sell	3,750 -122	-3%	-$26.3K	0.23%	51
2021 Q2	$852K	Sell	3,872 -100	-3%	-$22.3K	0.26%	51
2021 Q1	$875K	Hold	3,972	–	–	0.28%	51
2020 Q4	$827K	Sell	3,972 -250	-6%	-$49.9K	0.27%	50
2020 Q3	$831K	Hold	4,222	–	–	0.3%	48
2020 Q2	$714K	Hold	4,222	–	–	0.27%	49
2020 Q1	$596K	Buy	4,222 +72	+2%	+$11.9K	0.26%	49
2019 Q4	$750K	Sell	4,150 -50	-1%	-$8.56K	0.27%	50
2019 Q3	$680K	Sell	4,200 -156	-4%	-$26.2K	0.26%	51
2019 Q2	$737K	Sell	4,356 -544	-11%	-$93.2K	0.27%	51
2019 Q1	$819K	Sell	4,900 -658	-12%	-$106K	0.32%	51
2018 Q4	$768K	Hold	5,558	–	–	0.34%	48
2018 Q3	$905K	Hold	5,558	–	–	0.34%	51
2018 Q2	$788K	Sell	5,558 -42	-0.8%	-$5.86K	0.33%	51
2018 Q1	$752K	Sell	5,600 -300	-5%	-$40.4K	0.32%	53
2017 Q4	$791K	Sell	5,900 -300	-5%	-$36.2K	0.33%	52
2017 Q3	$719K	Sell	6,200 -500	-7%	-$53.6K	0.37%	49
2017 Q2	$730K	Sell	6,700 -450	-6%	-$49.1K	0.39%	47
2017 Q1	$758K	Sell	7,150 -450	-6%	-$48K	0.42%	49
2016 Q4	$788K	Hold	7,600	–	–	0.46%	49
2016 Q3	$742K	Hold	7,600	–	–	0.43%	51
2016 Q2	$663K	Hold	7,600	–	–	0.44%	54
2016 Q1	$605K	Hold	7,600	–	–	0.4%	56
2015 Q4	$595K	Sell	7,600 -110	-1%	-$9.44K	0.42%	54
2015 Q3	$682K	Buy	7,710 +10	+0.1%	+$913	0.48%	53
2015 Q2	$735K	Sell	7,700 -190	-2%	-$19.8K	0.47%	55
2015 Q1	$855K	Hold	7,890	–	–	0.55%	51
2014 Q4	$940K	Sell	7,890 -210	-3%	-$24.1K	0.62%	47
2014 Q3	$878K	Sell	8,100 -2,200	-21%	-$228K	0.6%	46
2014 Q2	$1.03M	Hold	10,300	–	–	0.71%	44
2014 Q1	$966K	Hold	10,300	–	–	0.7%	42
2013 Q4	$865K	Sell	10,300 -746	-7%	-$59.1K	0.63%	45
2013 Q3	$858K	Buy	11,046 +72	+0.7%	+$5.69K	0.72%	40
2013 Q2	$846K	Buy	+10,974	New	+$827K	0.74%	39

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

Michael J. Puzo's UNP Position: Q1 2026 in Review

Michael J. Puzo held its Union Pacific (UNP) position steady in Q1 2026 at 2,250 shares worth $546K. The position accounts for 0.16% of the portfolio, ranked #49.

Michael J. Puzo first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03M in Q2 2014. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Michael J. Puzo held 2,250 shares of Union Pacific worth $546K as of Q1 2026.
Michael J. Puzo left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.16% of Michael J. Puzo's portfolio in Q1 2026, its #49 holding.
Michael J. Puzo first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
Michael J. Puzo's Union Pacific position peaked at $1.03M in Q2 2014.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.