Shufro Rose & Co’s Union Pacific UNP Stock Holding History

Shufro Rose & Co’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	$668K	Sell	2,454 -225	-8%	-$59.1K	0.04%	160
2026 Q1	$650K	Hold	2,679	–	–	0.04%	155
2025 Q4	$620K	Sell	2,679 -5,328	-67%	-$1.22M	0.04%	159
2025 Q3	$1.89M	Hold	8,007	–	–	0.15%	79
2025 Q2	$1.89M	Hold	8,007	–	–	0.15%	78
2025 Q1	$1.89M	Buy	8,007 +5,028	+169%	+$1.21M	0.15%	78
2024 Q4	$679K	Sell	2,979 -23	-0.8%	-$5.45K	0.05%	141
2024 Q3	$679K	Hold	3,002	–	–	0.06%	144
2024 Q2	$679K	Buy	3,002 +23	+0.8%	+$5.39K	0.06%	144
2024 Q1	$733K	Buy	2,979 +1,456	+96%	+$358K	0.06%	131
2023 Q4	$310K	Hold	1,523	–	–	0.03%	216
2023 Q3	$310K	Hold	1,523	–	–	0.03%	214
2023 Q2	$312K	Sell	1,523 -3,418	-69%	-$679K	0.03%	220
2023 Q1	$994K	Sell	4,941 -811	-14%	-$164K	0.09%	118
2022 Q4	$1.19M	Hold	5,752	–	–	0.1%	105
2022 Q3	$1.12M	Buy	5,752 +506	+10%	+$112K	0.11%	97
2022 Q2	$1.12M	Hold	5,246	–	–	0.1%	106
2022 Q1	$1.43M	Buy	5,246 +218	+4%	+$55K	0.11%	99
2021 Q4	$1.27M	Sell	5,028 -165	-3%	-$39.1K	0.09%	108
2021 Q3	$1.02M	Sell	5,193 -38	-0.7%	-$8.21K	0.08%	118
2021 Q2	$1.15M	Hold	5,231	–	–	0.09%	104
2021 Q1	$1.15M	Sell	5,231 -53	-1%	-$11.1K	0.09%	102
2020 Q4	$1.1M	Sell	5,284 -1,441	-21%	-$288K	0.09%	103
2020 Q3	$1.32M	Sell	6,725 -690	-9%	-$128K	0.13%	91
2020 Q2	$1.25M	Hold	7,415	–	–	0.12%	86
2020 Q1	$1.05M	Hold	7,415	–	–	0.12%	92
2019 Q4	$1.34M	Hold	7,415	–	–	0.12%	98
2019 Q3	$1.2M	Sell	7,415 -227	-3%	-$38.2K	0.12%	102
2019 Q2	$1.29M	Buy	7,642 +1,727	+29%	+$296K	0.13%	99
2019 Q1	$989K	Hold	5,915	–	–	0.1%	111
2018 Q4	$818K	Hold	5,915	–	–	0.09%	123
2018 Q3	$963K	Sell	5,915 -8,000	-57%	-$1.2M	0.09%	127
2018 Q2	$1.97M	Hold	13,915	–	–	0.19%	94
2018 Q1	$1.87M	Buy	13,915 +2,000	+17%	+$269K	0.18%	90
2017 Q4	$1.6M	Buy	11,915 +400	+3%	+$48.2K	0.16%	98
2017 Q3	$1.33M	Hold	11,515	–	–	0.13%	104
2017 Q2	$1.25M	Buy	11,515 +14	+0.1%	+$1.53K	0.13%	99
2017 Q1	$1.22M	Buy	11,501 +301	+3%	+$32.1K	0.13%	105
2016 Q4	$1.16M	Hold	11,200	–	–	0.13%	103
2016 Q3	$1.09M	Sell	11,200 -301	-3%	-$28.2K	0.12%	108
2016 Q2	$1M	Buy	11,501 +8,000	+229%	+$676K	0.11%	113
2016 Q1	$279K	Hold	3,501	–	–	0.03%	210
2015 Q4	$273K	Sell	3,501 -301	-8%	-$25.8K	0.03%	203
2015 Q3	$336K	Buy	3,802 +602	+19%	+$54.9K	0.04%	186
2015 Q2	$305K	Hold	3,200	–	–	0.03%	201
2015 Q1	$346K	Hold	3,200	–	–	0.04%	193
2014 Q4	$381K	Hold	3,200	–	–	0.04%	183
2014 Q3	$346K	Hold	3,200	–	–	0.04%	192
2014 Q2	$319K	Sell	3,200 -2,000	-38%	-$194K	0.03%	200
2014 Q1	$487K	Hold	5,200	–	–	0.05%	166
2013 Q4	$436K	Buy	5,200 +2,000	+63%	+$158K	0.05%	172
2013 Q3	$248K	Sell	3,200 -2,000	-38%	-$158K	0.03%	204
2013 Q2	$401K	Buy	+5,200	New	+$392K	0.05%	165

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 $3.37T AUM 44.26% 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

Shufro Rose & Co's UNP Position: Q2 2026 in Review

Shufro Rose & Co reduced its Union Pacific (UNP) stake by 8.4% in Q2 2026, selling an estimated $59.1K and leaving 2,454 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #160.

Shufro Rose & Co first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.97M in Q2 2018. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Shufro Rose & Co held 2,454 shares of Union Pacific worth $668K as of Q2 2026.
Shufro Rose & Co sold 225 Union Pacific shares in Q2 2026, an estimated $59.1K.
Union Pacific made up 0.04% of Shufro Rose & Co's portfolio in Q2 2026, its #160 holding.
Shufro Rose & Co first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
Shufro Rose & Co's Union Pacific position peaked at $1.97M in Q2 2018.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.