Plato Investment Management’s Union Pacific UNP Stock Holding History

Plato Investment 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	–	Sell	-586	Closed	-$136K	–	547
2025 Q4	$136K	Sell	586 -975	-62%	-$223K	0.01%	409
2025 Q3	$366K	Buy	1,561 +1,478	+1,781%	+$333K	0.02%	364
2025 Q2	$19K	Buy	83 +25	+43%	+$5.55K	﹤0.01%	466
2025 Q1	$13.8K	Sell	58 -283	-83%	-$68.1K	﹤0.01%	485
2024 Q4	$78K	Sell	341 -1,471	-81%	-$348K	0.01%	475
2024 Q3	$446K	Buy	1,812 +100	+6%	+$24.2K	0.04%	324
2024 Q2	$387K	Sell	1,712 -6	-0.3%	-$1.41K	0.04%	293
2024 Q1	$423K	Hold	1,718	–	–	0.04%	274
2023 Q4	$422K	Buy	+1,718	New	+$378K	0.52%	45

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

Plato Investment Management's UNP Position: Q1 2026 in Review

Plato Investment Management sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 586 shares — an estimated $136K sold.

Plato Investment Management first reported a position in UNP in Q4 2023 and held it in 9 quarters. The position peaked at $446K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Plato Investment Management reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Plato Investment Management sold 586 Union Pacific shares in Q1 2026, an estimated $136K.
Plato Investment Management first reported a position in Union Pacific in Q4 2023 and held it in 9 quarters.
Plato Investment Management's Union Pacific position peaked at $446K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.