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Naples Global Advisors’s Union Pacific UNP Stock Holding History

Naples Global 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 		$2.56M Buy
10,548
+585
+6% +$143K 0.19% 137
2025
Q4 		$2.3M Sell
9,963
-7
-0.1% -$1.6K 0.17% 140
2025
Q3 		$2.36M Buy
9,970
+86
+0.9% +$19.4K 0.18% 137
2025
Q2 		$2.27M Buy
9,884
+116
+1% +$25.8K 0.2% 137
2025
Q1 		$2.31M Sell
9,768
-40
-0.4% -$9.63K 0.22% 127
2024
Q4 		$2.24M Buy
9,808
+153
+2% +$36.2K 0.21% 126
2024
Q3 		$2.38M Buy
9,655
+60
+0.6% +$14.5K 0.22% 118
2024
Q2 		$2.17M Sell
9,595
-138
-1% -$32.3K 0.22% 122
2024
Q1 		$2.39M Sell
9,733
-49
-0.5% -$12.1K 0.25% 120
2023
Q4 		$2.4M Buy
9,782
+255
+3% +$56.1K 0.26% 114
2023
Q3 		$1.94M Buy
9,527
+1,152
+14% +$251K 0.24% 120
2023
Q2 		$1.71M Sell
8,375
-290
-3% -$57.6K 0.2% 141
2023
Q1 		$1.74M Buy
8,665
+502
+6% +$102K 0.22% 140
2022
Q4 		$1.69M Sell
8,163
-45
-0.5% -$9.23K 0.21% 139
2022
Q3 		$1.6M Buy
8,208
+549
+7% +$121K 0.22% 136
2022
Q2 		$1.63M Buy
7,659
+160
+2% +$36.4K 0.21% 142
2022
Q1 		$2.05M Sell
7,499
-150
-2% -$37.9K 0.24% 134
2021
Q4 		$1.93M Sell
7,649
-42
-0.5% -$9.95K 0.22% 138
2021
Q3 		$1.51M Buy
7,691
+225
+3% +$48.6K 0.2% 146
2021
Q2 		$1.64M Hold
7,466
– – 0.23% 133
2021
Q1 		$1.65M Buy
7,466
+1,794
+32% +$377K 0.25% 122
2020
Q4 		$1.18M Hold
5,672
– – 0.2% 143
2020
Q3 		$1.12M Buy
5,672
+263
+5% +$48.9K 0.22% 132
2020
Q2 		$914K Buy
5,409
+200
+4% +$32.1K 0.2% 143
2020
Q1 		$735K Sell
5,209
-775
-13% -$128K 0.19% 153
2019
Q4 		$1.08M Buy
5,984
+250
+4% +$42.8K 0.23% 140
2019
Q3 		$929K Hold
5,734
– – 0.22% 144
2019
Q2 		$970K Hold
5,734
– – 0.24% 136
2019
Q1 		$959K Buy
5,734
+60
+1% +$9.66K 0.25% 134
2018
Q4 		$878K Buy
5,674
+1,042
+22% +$154K 0.25% 135
2018
Q3 		$754K Sell
4,632
-41
-0.9% -$6.17K 0.2% 158
2018
Q2 		$662K Buy
4,673
+216
+5% +$30.1K 0.19% 167
2018
Q1 		$599K Buy
4,457
+575
+15% +$77.4K 0.18% 172
2017
Q4 		$521K Hold
3,882
– – 0.15% 187
2017
Q3 		$450K Buy
3,882
+1,300
+50% +$139K 0.15% 191
2017
Q2 		$281K Hold
2,582
– – 0.1% 234
2017
Q1 		$273K Sell
2,582
-50
-2% -$5.33K 0.1% 235
2016
Q4 		$273K Hold
2,632
– – 0.11% 228
2016
Q3 		$257K Hold
2,632
– – 0.1% 234
2016
Q2 		$230K Sell
2,632
-165
-6% -$14K 0.09% 232
2016
Q1 		$223K Hold
2,797
– – 0.09% 239
2015
Q4 		$219K Hold
2,797
– – 0.11% 212
2015
Q3 		$247K Sell
2,797
-414
-13% -$37.8K 0.13% 202
2015
Q2 		$306K Sell
3,211
-153
-5% -$16K 0.15% 195
2015
Q1 		$364K Buy
3,364
+114
+4% +$13.4K 0.17% 181
2014
Q4 		$387K Buy
3,250
+176
+6% +$20.2K 0.2% 167
2014
Q3 		$333K Hold
3,074
– – 0.2% 173
2014
Q2 		$307K Sell
3,074
-30
-1% -$2.91K 0.18% 189
2014
Q1 		$291K Buy
+3,104
New +$276K 0.18% 204

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

Naples Global Advisors's UNP Position: Q1 2026 in Review

Naples Global Advisors increased its Union Pacific (UNP) stake by 5.9% in Q1 2026, buying an estimated $143K and bringing the position to 10,548 shares worth $2.56M. The position accounts for 0.19% of the portfolio, ranked #137.

Naples Global Advisors first reported a position in UNP in Q1 2014 and has held it in 49 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Naples Global Advisors held 10,548 shares of Union Pacific worth $2.56M as of Q1 2026.
  • Naples Global Advisors bought 585 Union Pacific shares in Q1 2026, an estimated $143K.
  • Union Pacific made up 0.19% of Naples Global Advisors's portfolio in Q1 2026, its #137 holding.
  • Naples Global Advisors first reported a position in Union Pacific in Q1 2014 and has held it in 49 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.