SCP
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Soroban Capital Partners’s Union Pacific UNP Stock Holding History

Soroban Capital Partners’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
-1,022,833
Closed -$242M – 33
2025
Q4 		$242M Hold
1,022,833
– – 1.69% 19
2025
Q3 		$242M Buy
+1,022,833
New +$231M 1.82% 17
2025
Q1 		– Sell
-1,328,295
Closed -$303M – 30
2024
Q4 		$303M Hold
1,328,295
– – 4.06% 9
2024
Q3 		$327M Sell
1,328,295
-725,929
-35% -$176M 4.53% 8
2024
Q2 		$465M Sell
2,054,224
-1,399,924
-41% -$328M 6.83% 5
2024
Q1 		$849M Sell
3,454,148
-3,593,230
-51% -$884M 12.84% 3
2023
Q4 		$1.73B Sell
7,047,378
-1,212,807
-15% -$267M 21.42% 1
2023
Q3 		$1.68B Hold
8,260,185
– – 24.88% 1
2023
Q2 		$1.69B Hold
8,260,185
– – 22.82% 2
2023
Q1 		$1.66B Buy
8,260,185
+3,605,266
+77% +$731M 22.81% 1
2022
Q4 		$964M Hold
4,654,919
– – 11.58% 4
2022
Q3 		$907M Sell
4,654,919
-333,381
-7% -$73.8M 9.82% 3
2022
Q2 		$1.06B Buy
4,988,300
+667,697
+15% +$152M 9.19% 3
2022
Q1 		$1.18B Sell
4,320,603
-350,064
-7% -$88.4M 9.3% 3
2021
Q4 		$1.18B Sell
4,670,667
-794,676
-15% -$188M 8.91% 3
2021
Q3 		$1.07B Buy
5,465,343
+1,784,379
+48% +$385M 10.03% 3
2021
Q2 		$810M Buy
3,680,964
+672,149
+22% +$150M 6.84% 6
2021
Q1 		$663M Hold
3,008,815
– – 5.68% 5
2020
Q4 		$626M Sell
3,008,815
-334,900
-10% -$66.9M 4.75% 7
2020
Q3 		$658M Hold
3,343,715
– – 6.63% 6
2020
Q2 		$565M Sell
3,343,715
-1,670,597
-33% -$268M 7.24% 6
2020
Q1 		$707M Sell
5,014,312
-673,325
-12% -$111M 12.96% 2
2019
Q4 		$1.03B Buy
5,687,637
+549,281
+11% +$94M 13.49% 1
2019
Q3 		$832M Buy
5,138,356
+818,289
+19% +$138M 11.71% 2
2019
Q2 		$731M Buy
4,320,067
+1,772,727
+70% +$304M 10.97% 1
2019
Q1 		$426M Sell
2,547,340
-1,354,913
-35% -$218M 7.71% 6
2018
Q4 		$539M Sell
3,902,253
-1,226,929
-24% -$182M 11.31% 1
2018
Q3 		$835M Sell
5,129,182
-895,666
-15% -$135M 12.76% 1
2018
Q2 		$854M Sell
6,024,848
-3,379,598
-36% -$471M 11.54% 2
2018
Q1 		$1.26B Buy
9,404,446
+2,295,343
+32% +$309M 7.21% 4
2017
Q4 		$953M Sell
7,109,103
-2,508,822
-26% -$303M 3.94% 9
2017
Q3 		$1.12B Sell
9,617,925
-543,906
-5% -$58.3M 4.21% 7
2017
Q2 		$1.11B Buy
10,161,831
+2,127,639
+26% +$232M 4.31% 7
2017
Q1 		$851M Buy
8,034,192
+1,498,378
+23% +$160M 4.46% 6
2016
Q4 		$678M Buy
6,535,814
+2,167,554
+50% +$213M 4.15% 6
2016
Q3 		$426M Sell
4,368,260
-110,000
-2% -$10.3M 2.58% 14
2016
Q2 		$391M Buy
+4,478,260
New +$379M 2.4% 17

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

Soroban Capital Partners's UNP Position: Q1 2026 in Review

Soroban Capital Partners sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 1,022,833 shares — an estimated $242M sold.

Soroban Capital Partners first reported a position in UNP in Q2 2016 and held it in 37 quarters. The position peaked at $1.73B in Q4 2023. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Soroban Capital Partners reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Soroban Capital Partners sold 1,022,833 Union Pacific shares in Q1 2026, an estimated $242M.
  • Soroban Capital Partners first reported a position in Union Pacific in Q2 2016 and held it in 37 quarters.
  • Soroban Capital Partners's Union Pacific position peaked at $1.73B in Q4 2023.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Soroban Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.