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Pinnacle Associates’s Union Pacific UNP Stock Holding History

Pinnacle Associates’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 		$11.2M Sell
46,350
-1,937
-4% -$474K 0.14% 148
2025
Q4 		$11.2M Buy
48,287
+3,316
+7% +$757K 0.14% 152
2025
Q3 		$10.6M Buy
44,971
+914
+2% +$206K 0.14% 160
2025
Q2 		$10.1M Sell
44,057
-7,854
-15% -$1.74M 0.15% 160
2025
Q1 		$12.3M Sell
51,911
-42
-0.1% -$10.1K 0.18% 121
2024
Q4 		$11.8M Buy
51,953
+210
+0.4% +$49.7K 0.16% 134
2024
Q3 		$12.7M Sell
51,743
-723
-1% -$175K 0.22% 127
2024
Q2 		$11.9M Buy
52,466
+1,107
+2% +$259K 0.19% 126
2024
Q1 		$12.6M Sell
51,359
-384
-0.7% -$94.5K 0.2% 124
2023
Q4 		$12.7M Sell
51,743
-120
-0.2% -$26.4K 0.21% 128
2023
Q3 		$10.6M Sell
51,863
-624
-1% -$136K 0.2% 134
2023
Q2 		$10.7M Buy
52,487
+19,473
+59% +$3.87M 0.19% 141
2023
Q1 		$6.64M Sell
33,014
-771
-2% -$156K 0.14% 174
2022
Q4 		$7M Buy
33,785
+265
+0.8% +$54.4K 0.15% 162
2022
Q3 		$6.53M Buy
33,520
+174
+0.5% +$38.5K 0.15% 163
2022
Q2 		$7.11M Sell
33,346
-1,416
-4% -$322K 0.16% 162
2022
Q1 		$9.5M Buy
34,762
+534
+2% +$135K 0.17% 154
2021
Q4 		$8.62M Buy
34,228
+1,152
+3% +$273K 0.15% 160
2021
Q3 		$6.48M Buy
33,076
+403
+1% +$87K 0.12% 192
2021
Q2 		$7.19M Sell
32,673
-4,175
-11% -$930K 0.13% 170
2021
Q1 		$8.12M Sell
36,848
-715
-2% -$150K 0.15% 152
2020
Q4 		$7.82M Buy
37,563
+65
+0.2% +$13K 0.16% 144
2020
Q3 		$7.38M Buy
37,498
+815
+2% +$151K 0.18% 137
2020
Q2 		$6.2M Sell
36,683
-7,704
-17% -$1.23M 0.15% 159
2020
Q1 		$6.26M Buy
44,387
+150
+0.3% +$24.8K 0.19% 132
2019
Q4 		$8M Sell
44,237
-2,428
-5% -$416K 0.18% 148
2019
Q3 		$7.56M Buy
46,665
+69
+0.1% +$11.6K 0.18% 149
2019
Q2 		$7.88M Sell
46,596
-1,145
-2% -$196K 0.18% 152
2019
Q1 		$7.98M Sell
47,741
-1,023
-2% -$165K 0.18% 155
2018
Q4 		$6.74M Sell
48,764
-9,600
-16% -$1.42M 0.17% 157
2018
Q3 		$9.5M Sell
58,364
-6,892
-11% -$1.04M 0.2% 141
2018
Q2 		$9.24M Sell
65,256
-929
-1% -$130K 0.19% 144
2018
Q1 		$8.9M Sell
66,185
-1,082
-2% -$146K 0.17% 146
2017
Q4 		$9.02M Sell
67,267
-569
-0.8% -$68.6K 0.17% 146
2017
Q3 		$7.87M Sell
67,836
-438
-0.6% -$47K 0.15% 162
2017
Q2 		$7.44M Sell
68,274
-351
-0.5% -$38.3K 0.14% 159
2017
Q1 		$7.27M Sell
68,625
-2,435
-3% -$260K 0.14% 164
2016
Q4 		$7.37M Sell
71,060
-3,765
-5% -$370K 0.15% 159
2016
Q3 		$7.3M Buy
74,825
+5,188
+7% +$485K 0.15% 158
2016
Q2 		$6.08M Buy
69,637
+9,302
+15% +$787K 0.13% 166
2016
Q1 		$4.8M Sell
60,335
-2,826
-4% -$218K 0.1% 200
2015
Q4 		$4.94M Buy
63,161
+32,086
+103% +$2.75M 0.1% 190
2015
Q3 		$2.75M Buy
31,075
+1,238
+4% +$113K 0.06% 251
2015
Q2 		$2.85M Buy
29,837
+5,096
+21% +$531K 0.05% 261
2015
Q1 		$2.68M Sell
24,741
-17
-0.1% -$2K 0.05% 263
2014
Q4 		$2.95M Sell
24,758
-108
-0.4% -$12.4K 0.06% 248
2014
Q3 		$2.7M Sell
24,866
-70
-0.3% -$7.25K 0.05% 253
2014
Q2 		$2.49M Sell
24,936
-730
-3% -$70.7K 0.05% 260
2014
Q1 		$2.41M Buy
25,666
+1,900
+8% +$169K 0.05% 258
2013
Q4 		$2M Sell
23,766
-360
-1% -$28.5K 0.04% 288
2013
Q3 		$1.87M Sell
24,126
-90
-0.4% -$7.11K 0.04% 285
2013
Q2 		$1.87M Buy
+24,216
New +$1.82M 0.04% 278

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

Pinnacle Associates's UNP Position: Q1 2026 in Review

Pinnacle Associates reduced its Union Pacific (UNP) stake by 4% in Q1 2026, selling an estimated $474K and leaving 46,350 shares worth $11.2M. The position accounts for 0.14% of the portfolio, ranked #148.

Pinnacle Associates first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q3 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Pinnacle Associates held 46,350 shares of Union Pacific worth $11.2M as of Q1 2026.
  • Pinnacle Associates sold 1,937 Union Pacific shares in Q1 2026, an estimated $474K.
  • Union Pacific made up 0.14% of Pinnacle Associates's portfolio in Q1 2026, its #148 holding.
  • Pinnacle Associates first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's Union Pacific position peaked at $12.7M in Q3 2024.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.