Pinion Investment Advisors’s Union Pacific UNP Stock Holding History

Pinion Investment 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	$3.34M	Buy	13,780 +183	+1%	+$44.8K	0.78%	28
2025 Q4	$3.15M	Buy	+13,597	New	+$3.1M	0.77%	31
2020 Q1	–	Sell	-2,238	Closed	-$405K	–	118
2019 Q4	$405K	Buy	2,238 +11	+0.5%	+$1.88K	0.75%	62
2019 Q3	$361K	Buy	2,227 +274	+14%	+$46.1K	0.74%	66
2019 Q2	$330K	Sell	1,953 -737	-27%	-$126K	0.71%	75
2019 Q1	$450K	Buy	2,690 +68	+3%	+$10.9K	0.79%	56
2018 Q4	$362K	Buy	2,622 +626	+31%	+$92.7K	0.76%	63
2018 Q3	$325K	Buy	1,996 +203	+11%	+$30.6K	0.62%	80
2018 Q2	$254K	Buy	1,793 +303	+20%	+$42.2K	0.49%	102
2018 Q1	$200K	Buy	+1,490	New	+$200K	0.43%	110

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinion Investment Advisors's UNP Position: Q1 2026 in Review

Pinion Investment Advisors increased its Union Pacific (UNP) stake by 1.3% in Q1 2026, buying an estimated $44.8K and bringing the position to 13,780 shares worth $3.34M. The position accounts for 0.78% of the portfolio, ranked #28.

Pinion Investment Advisors first reported a position in UNP in Q1 2018 and has held it in 10 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Pinion Investment Advisors held 13,780 shares of Union Pacific worth $3.34M as of Q1 2026.
Pinion Investment Advisors bought 183 Union Pacific shares in Q1 2026, an estimated $44.8K.
Union Pacific made up 0.78% of Pinion Investment Advisors's portfolio in Q1 2026, its #28 holding.
Pinion Investment Advisors first reported a position in Union Pacific in Q1 2018 and has held it in 10 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.