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Moneta Group Investment Advisors’s Union Pacific UNP Stock Holding History

Moneta Group Investment Advisors’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 		$5.32M Buy
21,920
+79
+0.4% +$19.3K 0.04% 162
2025
Q4 		$5.05M Sell
21,841
-442
-2% -$101K 0.04% 164
2025
Q3 		$5.27M Sell
22,283
-35
-0.2% -$7.89K 0.04% 157
2025
Q2 		$5.14M Buy
22,318
+659
+3% +$146K 0.06% 135
2025
Q1 		$5.12M Sell
21,659
-2,560
-11% -$616K 0.07% 131
2024
Q4 		$5.52M Buy
24,219
+479
+2% +$113K 0.08% 121
2024
Q3 		$5.85M Sell
23,740
-1,395
-6% -$338K 0.09% 118
2024
Q2 		$5.69M Buy
25,135
+3,109
+14% +$729K 0.09% 114
2024
Q1 		$5.42M Buy
22,026
+1,167
+6% +$287K 0.09% 118
2023
Q4 		$5.12M Buy
20,859
+309
+2% +$67.9K 0.1% 105
2023
Q3 		$4.18M Sell
20,550
-730
-3% -$159K 0.1% 113
2023
Q2 		$4.35M Buy
21,280
+4,274
+25% +$850K 0.1% 112
2023
Q1 		$3.42M Buy
17,006
+2,650
+18% +$537K 0.08% 126
2022
Q4 		$2.93M Sell
14,356
-781
-5% -$160K 0.08% 128
2022
Q3 		$2.95M Sell
15,137
-908
-6% -$201K 0.11% 115
2022
Q2 		$3.42M Buy
16,045
+3,278
+26% +$746K 0.12% 111
2022
Q1 		$3.49M Sell
12,767
-2
-0% -$505 0.14% 96
2021
Q4 		$3.22M Sell
12,769
-414
-3% -$98.1K 0.13% 105
2021
Q3 		$2.58M Buy
13,183
+1,061
+9% +$229K 0.12% 111
2021
Q2 		$2.67M Buy
12,122
+2,249
+23% +$501K 0.12% 117
2021
Q1 		$2.18M Buy
9,873
+4,849
+97% +$1.02M 0.12% 119
2020
Q4 		$1.05M Buy
5,024
+3,124
+164% +$624K 0.08% 143
2020
Q3 		$374K Buy
1,900
+386
+25% +$71.7K 0.03% 200
2020
Q2 		$256K Buy
+1,514
New +$243K 0.02% 221
2020
Q1 		– Sell
-2,710
Closed -$490K – 295
2019
Q4 		$490K Buy
2,710
+68
+3% +$11.6K 0.04% 171
2019
Q3 		$428K Buy
+2,642
New +$444K 0.04% 177
2019
Q2 		– Sell
-1,944
Closed -$325K – 279
2019
Q1 		$325K Buy
+1,944
New +$313K 0.03% 170
2018
Q4 		– Sell
-2,051
Closed -$334K – 246
2018
Q3 		$334K Buy
2,051
+235
+13% +$35.4K 0.03% 174
2018
Q2 		$257K Sell
1,816
-112
-6% -$15.6K 0.03% 223
2018
Q1 		$259K Buy
1,928
+1,707
+772% +$230K 0.03% 171
2017
Q4 		$30K Buy
+221
New +$26.7K ﹤0.01% 298
2015
Q4 		– Sell
-925
Closed -$82K – 399
2015
Q3 		$82K Buy
+925
New +$84.4K 0.02% 191
2015
Q2 		– Sell
-4,200
Closed -$455K – 156
2015
Q1 		$455K Hold
4,200
– – 0.2% 90
2014
Q4 		$500K Hold
4,200
– – 0.24% 73
2014
Q3 		$455K Hold
4,200
– – 0.24% 72
2014
Q2 		$419K Hold
4,200
– – 0.23% 74
2014
Q1 		$394K Hold
4,200
– – 0.23% 72
2013
Q4 		$353K Hold
4,200
– – 0.21% 78
2013
Q3 		$326K Hold
4,200
– – 0.21% 82
2013
Q2 		$324K Buy
+4,200
New +$316K 0.23% 79

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

Moneta Group Investment Advisors's UNP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Union Pacific (UNP) stake by 0.36% in Q1 2026, buying an estimated $19.3K and bringing the position to 21,920 shares worth $5.32M. The position accounts for 0.04% of the portfolio, ranked #162.

Moneta Group Investment Advisors first reported a position in UNP in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.85M in Q3 2024. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Moneta Group Investment Advisors held 21,920 shares of Union Pacific worth $5.32M as of Q1 2026.
  • Moneta Group Investment Advisors bought 79 Union Pacific shares in Q1 2026, an estimated $19.3K.
  • Union Pacific made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Moneta Group Investment Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 40 quarters since.
  • Moneta Group Investment Advisors's Union Pacific position peaked at $5.85M in Q3 2024.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.