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 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 $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

South Shore Capital Advisors's UNP Position: Q1 2026 in Review

South Shore Capital Advisors increased its Union Pacific (UNP) stake by 3.2% in Q1 2026, buying an estimated $31.3K and bringing the position to 4,113 shares worth $998K. The position accounts for 0.73% of the portfolio, ranked #29.

South Shore Capital Advisors first reported a position in UNP in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

South Shore Capital Advisors held 4,113 shares of Union Pacific worth $998K as of Q1 2026.
South Shore Capital Advisors bought 128 Union Pacific shares in Q1 2026, an estimated $31.3K.
Union Pacific made up 0.73% of South Shore Capital Advisors's portfolio in Q1 2026, its #29 holding.
South Shore Capital Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Union Pacific position peaked at $1.08M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.