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Morton Capital Management’s Union Pacific UNP Stock Holding History

Morton 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 		$264K Buy
972
+20
+2% +$5.25K 0.04% 125
2026
Q1 		$231K Buy
952
+1
+0.1% +$245 0.03% 119
2025
Q4 		$220K Sell
951
-190
-17% -$43.4K 0.03% 116
2025
Q3 		$270K Sell
1,141
-298
-21% -$67.2K 0.04% 102
2025
Q2 		$331K Buy
1,439
+278
+24% +$61.7K 0.06% 89
2025
Q1 		$274K Buy
1,161
+21
+2% +$5.05K 0.05% 92
2024
Q4 		$260K Sell
1,140
-100
-8% -$23.7K 0.05% 93
2024
Q3 		$306K Buy
1,240
+94
+8% +$22.8K 0.06% 84
2024
Q2 		$259K Hold
1,146
– – 0.06% 82
2024
Q1 		$282K Hold
1,146
– – 0.08% 80
2023
Q4 		$281K Sell
1,146
-100
-8% -$22K 0.08% 78
2023
Q3 		$254K Hold
1,246
– – 0.09% 75
2023
Q2 		$255K Hold
1,246
– – 0.09% 78
2023
Q1 		$251K Sell
1,246
-57
-4% -$11.6K 0.09% 73
2022
Q4 		$270K Sell
1,303
-220
-14% -$45.1K 0.11% 71
2022
Q3 		$297K Sell
1,523
-49
-3% -$10.8K 0.14% 65
2022
Q2 		$335K Buy
1,572
+63
+4% +$14.3K 0.15% 61
2022
Q1 		$412K Sell
1,509
-53
-3% -$13.4K 0.17% 54
2021
Q4 		$394K Buy
+1,562
New +$370K 0.16% 56

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morton Capital Management increased its Union Pacific (UNP) stake by 2.1% in Q2 2026, buying an estimated $5.25K and bringing the position to 972 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #125.

Morton Capital Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $412K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Morton Capital Management held 972 shares of Union Pacific worth $264K as of Q2 2026.
  • Morton Capital Management bought 20 Union Pacific shares in Q2 2026, an estimated $5.25K.
  • Union Pacific made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #125 holding.
  • Morton Capital Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Union Pacific position peaked at $412K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.