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Night Owl Capital Management’s Union Pacific UNP Stock Holding History

Night Owl 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
Q1 		$45.1M Buy
185,981
+1,213
+0.7% +$297K 5.26% 7
2025
Q4 		$42.7M Buy
184,768
+2,975
+2% +$679K 4.68% 9
2025
Q3 		$43M Buy
181,793
+100,799
+124% +$22.7M 4.68% 10
2025
Q2 		$18.6M Sell
80,994
-56,370
-41% -$12.5M 2.15% 20
2025
Q1 		$32.5M Buy
137,364
+4,978
+4% +$1.2M 4.06% 10
2024
Q4 		$30.2M Buy
132,386
+4,471
+3% +$1.06M 3.9% 11
2024
Q3 		$31.5M Buy
127,915
+4,090
+3% +$992K 4.31% 11
2024
Q2 		$28M Sell
123,825
-2,581
-2% -$605K 4.19% 12
2024
Q1 		$31.1M Buy
126,406
+58,823
+87% +$14.5M 4.72% 9
2023
Q4 		$13.8M Hold
67,583
– – 3.45% 11
2023
Q3 		$13.8M Buy
67,583
+5,055
+8% +$1.1M 3.45% 11
2023
Q2 		$12.8M Buy
+62,528
New +$12.4M 3.31% 14
2016
Q1 		– Sell
-85,917
Closed -$6.72M – 19
2015
Q4 		$6.72M Sell
85,917
-4,871
-5% -$418K 4.27% 12
2015
Q3 		$8.03M Sell
90,788
-528
-0.6% -$48.2K 4.96% 10
2015
Q2 		$8.71M Buy
91,316
+6,406
+8% +$668K 4.48% 7
2015
Q1 		$9.2M Buy
84,910
+33,707
+66% +$3.96M 4.81% 6
2014
Q4 		$6.1M Buy
51,203
+49,311
+2,606% +$5.66M 3% 16
2014
Q3 		$205K Buy
+1,892
New +$196K 0.09% 26

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

Night Owl Capital Management's UNP Position: Q1 2026 in Review

Night Owl Capital Management increased its Union Pacific (UNP) stake by 0.66% in Q1 2026, buying an estimated $297K and bringing the position to 185,981 shares worth $45.1M. The position accounts for 5.26% of the portfolio, ranked #7.

Night Owl Capital Management first reported a position in UNP in Q3 2014 and has held it in 18 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Night Owl Capital Management held 185,981 shares of Union Pacific worth $45.1M as of Q1 2026.
  • Night Owl Capital Management bought 1,213 Union Pacific shares in Q1 2026, an estimated $297K.
  • Union Pacific made up 5.26% of Night Owl Capital Management's portfolio in Q1 2026, its #7 holding.
  • Night Owl Capital Management first reported a position in Union Pacific in Q3 2014 and has held it in 18 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.