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New England Research & Management’s Union Pacific UNP Stock Holding History

New England Research & 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 		$3.65M Buy
13,403
+4,340
+48% +$1.14M 1.42% 18
2026
Q1 		$2.2M Buy
9,063
+1,475
+19% +$361K 0.93% 36
2025
Q4 		$1.76M Buy
7,588
+1,225
+19% +$280K 0.77% 43
2025
Q3 		$1.5M Sell
6,363
-80
-1% -$18K 0.69% 46
2025
Q2 		$1.48M Hold
6,443
– – 0.7% 46
2025
Q1 		$1.52M Sell
6,443
-635
-9% -$153K 0.77% 44
2024
Q4 		$1.61M Sell
7,078
-436
-6% -$103K 0.82% 37
2024
Q3 		$1.85M Sell
7,514
-494
-6% -$120K 0.87% 37
2024
Q2 		$1.81M Sell
8,008
-321
-4% -$75.2K 0.87% 38
2024
Q1 		$2.05M Sell
8,329
-282
-3% -$69.4K 1.01% 31
2023
Q4 		$2.12M Sell
8,611
-250
-3% -$55K 1.12% 24
2023
Q3 		$1.8M Sell
8,861
-300
-3% -$65.3K 1.03% 28
2023
Q2 		$1.88M Sell
9,161
-2,865
-24% -$570K 1.09% 28
2023
Q1 		$2.42M Sell
12,026
-325
-3% -$65.9K 1.42% 19
2022
Q4 		$2.56M Sell
12,351
-1,160
-9% -$238K 1.47% 17
2022
Q3 		$2.63M Buy
13,511
+1,420
+12% +$314K 1.66% 12
2022
Q2 		$2.58M Buy
12,091
+5,325
+79% +$1.21M 1.5% 16
2022
Q1 		$1.85M Buy
6,766
+925
+16% +$234K 0.96% 33
2021
Q4 		$1.47M Hold
5,841
– – 0.71% 46
2021
Q3 		$1.15M Hold
5,841
– – 0.6% 58
2021
Q2 		$1.28M Sell
5,841
-64
-1% -$14.3K 0.66% 53
2021
Q1 		$1.3M Sell
5,905
-50
-0.8% -$10.5K 0.71% 50
2020
Q4 		$1.24M Sell
5,955
-500
-8% -$99.9K 0.77% 46
2020
Q3 		$1.27M Sell
6,455
-3,225
-33% -$599K 0.92% 33
2020
Q2 		$1.64M Sell
9,680
-369
-4% -$59.1K 1.17% 20
2020
Q1 		$1.42M Buy
10,049
+6,100
+154% +$1.01M 1.21% 21
2019
Q4 		$714K Hold
3,949
– – 0.48% 75
2019
Q3 		$640K Sell
3,949
-1,218
-24% -$205K 0.46% 77
2019
Q2 		$874K Sell
5,167
-4,781
-48% -$819K 0.59% 57
2019
Q1 		$1.66M Sell
9,948
-7,125
-42% -$1.15M 1.12% 24
2018
Q4 		$2.36M Buy
17,073
+11,225
+192% +$1.66M 1.86% 8
2018
Q3 		$952K Hold
5,848
– – 0.62% 62
2018
Q2 		$829K Sell
5,848
-150
-3% -$20.9K 0.55% 70
2018
Q1 		$806K Buy
5,998
+134
+2% +$18K 0.54% 74
2017
Q4 		$786K Sell
5,864
-525
-8% -$63.3K 0.56% 71
2017
Q3 		$741K Sell
6,389
-200
-3% -$21.5K 0.54% 74
2017
Q2 		$718K Hold
6,589
– – 0.53% 74
2017
Q1 		$698K Sell
6,589
-474
-7% -$50.5K 0.54% 68
2016
Q4 		$732K Sell
7,063
-150
-2% -$14.7K 0.57% 63
2016
Q3 		$703K Sell
7,213
-2,325
-24% -$217K 0.59% 58
2016
Q2 		$832K Sell
9,538
-650
-6% -$55K 0.72% 42
2016
Q1 		$810K Buy
10,188
+243
+2% +$18.8K 0.69% 49
2015
Q4 		$778K Buy
9,945
+1,200
+14% +$103K 0.67% 50
2015
Q3 		$773K Buy
8,745
+1,685
+24% +$154K 0.74% 44
2015
Q2 		$673K Buy
7,060
+2,050
+41% +$214K 0.55% 72
2015
Q1 		$543K Buy
+5,010
New +$588K 0.47% 83
2014
Q4 		– Sell
-210
Closed -$23K – 190
2014
Q3 		$23K Buy
+210
New +$21.7K 0.02% 166

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

New England Research & Management's UNP Position: Q2 2026 in Review

New England Research & Management increased its Union Pacific (UNP) stake by 48% in Q2 2026, buying an estimated $1.14M and bringing the position to 13,403 shares worth $3.65M. The position accounts for 1.42% of the portfolio, ranked #18.

New England Research & Management first reported a position in UNP in Q3 2014 and has held it in 47 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • New England Research & Management held 13,403 shares of Union Pacific worth $3.65M as of Q2 2026.
  • New England Research & Management bought 4,340 Union Pacific shares in Q2 2026, an estimated $1.14M.
  • Union Pacific made up 1.42% of New England Research & Management's portfolio in Q2 2026, its #18 holding.
  • New England Research & Management first reported a position in Union Pacific in Q3 2014 and has held it in 47 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.