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

Stamos 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
Q2 		$7.56M Sell
27,794
-2,570
-8% -$675K 1.16% 20
2026
Q1 		$7.37M Sell
30,364
-239
-0.8% -$58.5K 1.15% 20
2025
Q4 		$7.08M Buy
30,603
+13,063
+74% +$2.98M 1.14% 21
2025
Q3 		$4.15M Buy
17,540
+1,589
+10% +$358K 0.78% 33
2025
Q2 		$3.67M Buy
15,951
+5,722
+56% +$1.27M 0.66% 52
2025
Q1 		$2.42M Sell
10,229
-1,831
-15% -$441K 0.63% 49
2024
Q4 		$2.75M Buy
12,060
+2,210
+22% +$523K 0.65% 42
2024
Q3 		$2.43M Sell
9,850
-2,720
-22% -$660K 0.57% 58
2024
Q2 		$2.84M Buy
12,570
+3,440
+38% +$806K 0.6% 41
2024
Q1 		$2.25M Sell
9,130
-80
-0.9% -$19.7K 0.51% 54
2023
Q4 		$2.26M Sell
9,210
-18,480
-67% -$4.06M 0.61% 47
2023
Q3 		$5.64M Buy
27,690
+6,510
+31% +$1.42M 1.26% 22
2023
Q2 		$4.33M Buy
21,180
+1,180
+6% +$235K 1.01% 25
2023
Q1 		$4.03M Buy
20,000
+4,710
+31% +$955K 1.04% 25
2022
Q4 		$3.17M Sell
15,290
-12,470
-45% -$2.56M 1% 27
2022
Q3 		$5.41M Buy
27,760
+17,460
+170% +$3.86M 1.38% 23
2022
Q2 		$2.2M Buy
10,300
+4,100
+66% +$933K 0.66% 36
2022
Q1 		$1.69M Buy
+6,200
New +$1.57M 0.57% 41
2020
Q4 		– Sell
-3,200
Closed -$630K – 76
2020
Q3 		$630K Hold
3,200
– – 0.23% 50
2020
Q2 		$541K Sell
3,200
-7,713
-71% -$1.24M 0.31% 40
2020
Q1 		$1.54M Buy
10,913
+8,148
+295% +$1.35M 0.81% 40
2019
Q4 		$500K Sell
2,765
-235
-8% -$40.2K 0.4% 41
2019
Q3 		$486K Hold
3,000
– – 0.43% 35
2019
Q2 		$515K Buy
+3,000
New +$514K 0.52% 35
2019
Q1 		– Sell
-2,000
Closed -$276K – 90
2018
Q4 		$276K Buy
+2,000
New +$296K 0.21% 66

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stamos Capital Partners's UNP Position: Q2 2026 in Review

Stamos Capital Partners reduced its Union Pacific (UNP) stake by 8.5% in Q2 2026, selling an estimated $675K and leaving 27,794 shares worth $7.56M. The position accounts for 1.16% of the portfolio, ranked #20.

Stamos Capital Partners first reported a position in UNP in Q4 2018 and has held it in 25 quarters since. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Stamos Capital Partners held 27,794 shares of Union Pacific worth $7.56M as of Q2 2026.
  • Stamos Capital Partners sold 2,570 Union Pacific shares in Q2 2026, an estimated $675K.
  • Union Pacific made up 1.16% of Stamos Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Stamos Capital Partners first reported a position in Union Pacific in Q4 2018 and has held it in 25 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.