Monarch Capital Management
UNP icon

Monarch Capital Management’s Union Pacific UNP Stock Holding History

Monarch Capital Management’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
Q3 		$218K Hold
800
– – 0.05% 128
2026
Q2 		$218K Buy
+800
New +$210K 0.05% 128
2022
Q2 		– Sell
-800
Closed -$219K – 128
2022
Q1 		$219K Hold
800
– – 0.06% 118
2021
Q4 		$202K Buy
+800
New +$189K 0.05% 122

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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Monarch Capital Management's UNP Position: Q3 2026 in Review

Monarch Capital Management held its Union Pacific (UNP) position steady in Q3 2026 at 800 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #128.

Monarch Capital Management first reported a position in UNP in Q4 2021 and has held it in 4 quarters since. The position peaked at $219K in Q1 2022. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Monarch Capital Management held 800 shares of Union Pacific worth $218K as of Q3 2026.
  • Monarch Capital Management left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.05% of Monarch Capital Management's portfolio in Q3 2026, its #128 holding.
  • Monarch Capital Management first reported a position in Union Pacific in Q4 2021 and has held it in 4 quarters since.
  • Monarch Capital Management's Union Pacific position peaked at $219K in Q1 2022.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.