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Monument Capital Management’s Union Pacific UNP Stock Holding History

Monument 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
Q2 		$317K Buy
1,164
+211
+22% +$55.4K 0.06% 209
2026
Q1 		$231K Sell
953
-146
-13% -$35.7K 0.06% 193
2025
Q4 		$254K Sell
1,099
-117
-10% -$26.7K 0.06% 191
2025
Q3 		$288K Sell
1,216
-293
-19% -$66K 0.07% 174
2025
Q2 		$347K Buy
1,509
+167
+12% +$37.1K 0.09% 152
2025
Q1 		$317K Buy
1,342
+222
+20% +$53.4K 0.1% 149
2024
Q4 		$255K Buy
1,120
+214
+24% +$50.7K 0.07% 167
2024
Q3 		$223K Sell
906
-60
-6% -$14.5K 0.06% 178
2024
Q2 		$219K Sell
966
-219
-18% -$51.3K 0.06% 165
2024
Q1 		$291K Buy
1,185
+24
+2% +$5.91K 0.08% 156
2023
Q4 		$285K Buy
1,161
+45
+4% +$9.89K 0.09% 150
2023
Q3 		$227K Buy
+1,116
New +$243K 0.08% 152
2022
Q4 		– Sell
-1,880
Closed -$366K – 166
2022
Q3 		$366K Buy
+1,880
New +$416K 0.14% 115

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Monument Capital Management's UNP Position: Q2 2026 in Review

Monument Capital Management increased its Union Pacific (UNP) stake by 22% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,164 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #209.

Monument Capital Management first reported a position in UNP in Q3 2022 and has held it in 13 quarters since. The position peaked at $366K in Q3 2022. 1,349 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Monument Capital Management held 1,164 shares of Union Pacific worth $317K as of Q2 2026.
  • Monument Capital Management bought 211 Union Pacific shares in Q2 2026, an estimated $55.4K.
  • Union Pacific made up 0.06% of Monument Capital Management's portfolio in Q2 2026, its #209 holding.
  • Monument Capital Management first reported a position in Union Pacific in Q3 2022 and has held it in 13 quarters since.
  • Monument Capital Management's Union Pacific position peaked at $366K in Q3 2022.
  • 1,349 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.