Narwhal Capital Management’s Union Pacific UNP Stock Holding History

Narwhal 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	$338K	Buy	1,241 +223	+22%	+$58.6K	0.02%	141
2026 Q1	$247K	Buy	+1,018	New	+$249K	0.02%	156
2024 Q2	–	Sell	-899	Closed	-$221K	–	168
2024 Q1	$221K	Sell	899 -1,749	-66%	-$430K	0.02%	154
2023 Q4	$650K	Buy	2,648 +1,517	+134%	+$334K	0.07%	120
2023 Q3	$230K	Sell	1,131 -1,528	-57%	-$333K	0.03%	149
2023 Q2	$544K	Sell	2,659 -5,649	-68%	-$1.12M	0.06%	122
2023 Q1	$1.67M	Sell	8,308 -9,511	-53%	-$1.93M	0.21%	86
2022 Q4	$3.69M	Sell	17,819 -378	-2%	-$77.5K	0.49%	56
2022 Q3	$3.54M	Sell	18,197 -315	-2%	-$69.7K	0.51%	55
2022 Q2	$3.95M	Sell	18,512 -4,443	-19%	-$1.01M	0.54%	51
2022 Q1	$6.27M	Buy	22,955 +6,503	+40%	+$1.64M	0.73%	42
2021 Q4	$4.14M	Buy	16,452 +8,642	+111%	+$2.05M	0.47%	58
2021 Q3	$1.53M	Buy	+7,810	New	+$1.69M	0.19%	79

Other funds holding UNP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Narwhal Capital Management increased its Union Pacific (UNP) stake by 22% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,241 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #141.

Narwhal Capital Management first reported a position in UNP in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.27M in Q1 2022. 1,443 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Narwhal Capital Management held 1,241 shares of Union Pacific worth $338K as of Q2 2026.
Narwhal Capital Management bought 223 Union Pacific shares in Q2 2026, an estimated $58.6K.
Union Pacific made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #141 holding.
Narwhal Capital Management first reported a position in Union Pacific in Q3 2021 and has held it in 13 quarters since.
Narwhal Capital Management's Union Pacific position peaked at $6.27M in Q1 2022.
1,443 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.