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 Q2	$21.5M	Sell	79,100 -45,327	-36%	-$11.9M	0.11%	109
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Select Equity Group's UNP Position: Q2 2026 in Review

Select Equity Group reduced its Union Pacific (UNP) stake by 36% in Q2 2026, selling an estimated $11.9M and leaving 79,100 shares worth $21.5M. The position accounts for 0.11% of the portfolio, ranked #109.

Select Equity Group first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.5M in Q4 2025. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Select Equity Group held 79,100 shares of Union Pacific worth $21.5M as of Q2 2026.
Select Equity Group sold 45,327 Union Pacific shares in Q2 2026, an estimated $11.9M.
Union Pacific made up 0.11% of Select Equity Group's portfolio in Q2 2026, its #109 holding.
Select Equity Group first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
Select Equity Group's Union Pacific position peaked at $41.5M in Q4 2025.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.