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 Q2	$51.5M	Buy	189,178 +3,197	+2%	+$839K	5.4%	8
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Night Owl Capital Management's UNP Position: Q2 2026 in Review

Night Owl Capital Management increased its Union Pacific (UNP) stake by 1.7% in Q2 2026, buying an estimated $839K and bringing the position to 189,178 shares worth $51.5M. The position accounts for 5.4% of the portfolio, ranked #8.

Night Owl Capital Management first reported a position in UNP in Q3 2014 and has held it in 19 quarters since. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Night Owl Capital Management held 189,178 shares of Union Pacific worth $51.5M as of Q2 2026.
Night Owl Capital Management bought 3,197 Union Pacific shares in Q2 2026, an estimated $839K.
Union Pacific made up 5.4% of Night Owl Capital Management's portfolio in Q2 2026, its #8 holding.
Night Owl Capital Management first reported a position in Union Pacific in Q3 2014 and has held it in 19 quarters since.
2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.