Pinnacle West Asset Management’s Union Pacific UNP Stock Holding History

Pinnacle West Asset 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	$1.8M	Sell	7,430 -125	-2%	-$30.6K	1.23%	28
2025 Q4	$1.75M	Sell	7,555 -75	-1%	-$17.1K	1.14%	29
2025 Q3	$1.8M	Buy	7,630 +25	+0.3%	+$5.63K	1.17%	28
2025 Q2	$1.75M	Sell	7,605 -30	-0.4%	-$6.66K	1.21%	32
2025 Q1	$1.8M	Buy	7,635 +15	+0.2%	+$3.61K	1.3%	27
2024 Q4	$1.74M	Hold	7,620	–	–	1.24%	27
2024 Q3	$1.88M	Buy	7,620 +70	+0.9%	+$17K	1.35%	24
2024 Q2	$1.71M	Hold	7,550	–	–	1.33%	23
2024 Q1	$1.86M	Hold	7,550	–	–	1.47%	19
2023 Q4	$1.85M	Buy	7,550 +140	+2%	+$30.8K	1.59%	19
2023 Q3	$1.51M	Buy	7,410 +195	+3%	+$42.5K	1.48%	21
2023 Q2	$1.48M	Sell	7,215 -35	-0.5%	-$6.96K	1.43%	18
2023 Q1	$1.46M	Buy	+7,250	New	+$1.47M	1.52%	15

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

Pinnacle West Asset Management's UNP Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Union Pacific (UNP) stake by 1.7% in Q1 2026, selling an estimated $30.6K and leaving 7,430 shares worth $1.8M. The position accounts for 1.23% of the portfolio, ranked #28.

Pinnacle West Asset Management first reported a position in UNP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Pinnacle West Asset Management held 7,430 shares of Union Pacific worth $1.8M as of Q1 2026.
Pinnacle West Asset Management sold 125 Union Pacific shares in Q1 2026, an estimated $30.6K.
Union Pacific made up 1.23% of Pinnacle West Asset Management's portfolio in Q1 2026, its #28 holding.
Pinnacle West Asset Management first reported a position in Union Pacific in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Union Pacific position peaked at $1.88M in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.