Select Equity Group’s Union Pacific UNP Stock Holding History

Select Equity Group’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	$30.2M	Sell	124,427 -54,848	-31%	-$13.4M	0.15%	86
2025 Q4	$41.5M	Buy	+179,275	New	+$40.9M	0.18%	79

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

Select Equity Group's UNP Position: Q1 2026 in Review

Select Equity Group reduced its Union Pacific (UNP) stake by 31% in Q1 2026, selling an estimated $13.4M and leaving 124,427 shares worth $30.2M. The position accounts for 0.15% of the portfolio, ranked #86.

Select Equity Group first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.5M in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Select Equity Group held 124,427 shares of Union Pacific worth $30.2M as of Q1 2026.
Select Equity Group sold 54,848 Union Pacific shares in Q1 2026, an estimated $13.4M.
Union Pacific made up 0.15% of Select Equity Group's portfolio in Q1 2026, its #86 holding.
Select Equity Group first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
Select Equity Group's Union Pacific position peaked at $41.5M in Q4 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.