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Rothschild Investment LLC’s Union Pacific UNP Stock Holding History

Rothschild Investment LLC’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 		$8.78M Sell
36,206
-297
-0.8% -$72.7K 0.46% 53
2025
Q4 		$8.44M Sell
36,503
-1,370
-4% -$313K 0.46% 58
2025
Q3 		$8.95M Buy
37,873
+435
+1% +$98K 0.51% 50
2025
Q2 		$8.61M Sell
37,438
-1,965
-5% -$436K 0.54% 48
2025
Q1 		$9.31M Buy
39,403
+26
+0.1% +$6.26K 0.62% 40
2024
Q4 		$8.98M Sell
39,377
-743
-2% -$176K 0.59% 44
2024
Q3 		$9.89M Sell
40,120
-538
-1% -$130K 0.65% 39
2024
Q2 		$9.2M Sell
40,658
-301
-0.7% -$70.5K 0.64% 38
2024
Q1 		$10.1M Sell
40,959
-59
-0.1% -$14.5K 0.73% 34
2023
Q4 		$10.1M Sell
41,018
-2,477
-6% -$545K 0.84% 26
2023
Q3 		$8.86M Sell
43,495
-1,629
-4% -$355K 0.75% 34
2023
Q2 		$9.23M Sell
45,124
-194
-0.4% -$38.6K 0.77% 35
2023
Q1 		$9.12M Buy
45,318
+27
+0.1% +$5.47K 0.8% 33
2022
Q4 		$9.38M Buy
45,291
+2,502
+6% +$513K 0.86% 29
2022
Q3 		$8.34M Sell
42,789
-917
-2% -$203K 0.82% 31
2022
Q2 		$9.32M Buy
43,706
+45
+0.1% +$10.2K 0.86% 30
2022
Q1 		$11.9M Sell
43,661
-246
-0.6% -$62.1K 0.94% 25
2021
Q4 		$11.1M Hold
43,907
– – 0.86% 30
2021
Q3 		$8.61M Buy
43,907
+36,801
+518% +$7.95M 0.72% 44
2021
Q2 		$1.56M Buy
7,106
+3,469
+95% +$772K 0.12% 168
2021
Q1 		$802K Buy
3,637
+36
+1% +$7.56K 0.07% 242
2020
Q4 		$750K Hold
3,601
– – 0.07% 234
2020
Q3 		$709K Hold
3,601
– – 0.08% 212
2020
Q2 		$609K Hold
3,601
– – 0.07% 220
2020
Q1 		$508K Hold
3,601
– – 0.07% 240
2019
Q4 		$651K Sell
3,601
-10
-0.3% -$1.71K 0.06% 257
2019
Q3 		$585K Hold
3,611
– – 0.07% 229
2019
Q2 		$611K Hold
3,611
– – 0.07% 225
2019
Q1 		$604K Hold
3,611
– – 0.07% 224
2018
Q4 		$499K Buy
3,611
+48
+1% +$7.11K 0.07% 235
2018
Q3 		$580K Buy
3,563
+76
+2% +$11.4K 0.07% 227
2018
Q2 		$494K Hold
3,487
– – 0.06% 241
2018
Q1 		$469K Sell
3,487
-44
-1% -$5.92K 0.06% 246
2017
Q4 		$474K Hold
3,531
– – 0.05% 277
2017
Q3 		$409K Sell
3,531
-156
-4% -$16.7K 0.05% 301
2017
Q2 		$402K Hold
3,687
– – 0.05% 311
2017
Q1 		$391K Hold
3,687
– – 0.05% 312
2016
Q4 		$382K Hold
3,687
– – 0.05% 308
2016
Q3 		$360K Buy
3,687
+54
+1% +$5.05K 0.04% 317
2016
Q2 		$317K Hold
3,633
– – 0.04% 341
2016
Q1 		$289K Buy
3,633
+17
+0.5% +$1.31K 0.04% 349
2015
Q4 		$283K Hold
3,616
– – 0.04% 362
2015
Q3 		$320K Hold
3,616
– – 0.04% 349
2015
Q2 		$345K Hold
3,616
– – 0.04% 363
2015
Q1 		$392K Hold
3,616
– – 0.05% 337
2014
Q4 		$431K Hold
3,616
– – 0.05% 312
2014
Q3 		$392K Buy
3,616
+108
+3% +$11.2K 0.05% 336
2014
Q2 		$350K Sell
3,508
-20
-0.6% -$1.94K 0.04% 322
2014
Q1 		$331K Hold
3,528
– – 0.04% 324
2013
Q4 		$296K Buy
3,528
+68
+2% +$5.38K 0.04% 339
2013
Q3 		$269K Hold
3,460
– – 0.04% 328
2013
Q2 		$267K Buy
+3,460
New +$261K 0.04% 306

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

Rothschild Investment LLC's UNP Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Union Pacific (UNP) stake by 0.81% in Q1 2026, selling an estimated $72.7K and leaving 36,206 shares worth $8.78M. The position accounts for 0.46% of the portfolio, ranked #53.

Rothschild Investment LLC first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q1 2022. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Rothschild Investment LLC held 36,206 shares of Union Pacific worth $8.78M as of Q1 2026.
  • Rothschild Investment LLC sold 297 Union Pacific shares in Q1 2026, an estimated $72.7K.
  • Union Pacific made up 0.46% of Rothschild Investment LLC's portfolio in Q1 2026, its #53 holding.
  • Rothschild Investment LLC first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Union Pacific position peaked at $11.9M in Q1 2022.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.