South Shore Capital Advisors’s Union Pacific UNP Stock Holding History

South Shore Capital Advisors’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	$1.12M	Hold	4,113	–	–	0.75%	27
2026 Q1	$998K	Buy	4,113 +128	+3%	+$31.3K	0.73%	29
2025 Q4	$922K	Buy	+3,985	New	+$910K	0.67%	30
2022 Q3	$779K	Hold	3,997	–	–	1.81%	11
2022 Q2	$852K	Buy	3,997 +24	+0.6%	+$5.46K	1.78%	12
2022 Q1	$1.08M	Sell	3,973 -32	-0.8%	-$8.08K	1.77%	8
2021 Q4	$1.01M	Sell	4,005 -4	-0.1%	-$947	1.65%	12
2021 Q3	$786K	Sell	4,009 -89	-2%	-$19.2K	1.42%	14
2021 Q2	$901K	Buy	4,098 +23	+0.6%	+$5.12K	1.6%	10
2021 Q1	$898K	Buy	4,075 +99	+2%	+$20.8K	0.89%	28
2020 Q4	$828K	Buy	+3,976	New	+$794K	0.82%	29

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

South Shore Capital Advisors's UNP Position: Q2 2026 in Review

South Shore Capital Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 4,113 shares worth $1.12M. The position accounts for 0.75% of the portfolio, ranked #27.

South Shore Capital Advisors first reported a position in UNP in Q4 2020 and has held it in 11 quarters since. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

South Shore Capital Advisors held 4,113 shares of Union Pacific worth $1.12M as of Q2 2026.
South Shore Capital Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.75% of South Shore Capital Advisors's portfolio in Q2 2026, its #27 holding.
South Shore Capital Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 11 quarters since.
2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.