Stokes Family Office’s Union Pacific UNP Stock Holding History

Stokes Family Office’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	$1.29M	Sell	5,324 -1,070	-17%	-$262K	0.13%	113
2025 Q4	$1.48M	Buy	6,394 +722	+13%	+$165K	0.14%	107
2025 Q3	$1.34M	Buy	5,672 +42	+0.7%	+$9.47K	0.13%	114
2025 Q2	$1.3M	Sell	5,630 -167	-3%	-$37.1K	0.14%	112
2025 Q1	$1.37M	Sell	5,797 -1,149	-17%	-$277K	0.15%	107
2024 Q4	$1.58M	Sell	6,946 -103	-1%	-$24.4K	0.17%	97
2024 Q3	$1.74M	Buy	7,049 +136	+2%	+$33K	0.19%	91
2024 Q2	$1.56M	Buy	6,913 +83	+1%	+$19.5K	0.18%	97
2024 Q1	$1.68M	Buy	6,830 +901	+15%	+$222K	0.21%	91
2023 Q4	$1.46M	Sell	5,929 -5,591	-49%	-$1.23M	0.2%	92
2023 Q3	$2.35M	Buy	11,520 +31	+0.3%	+$6.75K	0.28%	78
2023 Q2	$2.35M	Buy	11,489 +4,452	+63%	+$885K	0.27%	74
2023 Q1	$1.42M	Buy	7,037 +2,877	+69%	+$583K	0.18%	100
2022 Q4	$861K	Sell	4,160 -1,981	-32%	-$406K	0.11%	116
2022 Q3	$1.2M	Buy	6,141 +1,037	+20%	+$229K	0.17%	95
2022 Q2	$1.09M	Sell	5,104 -803	-14%	-$183K	0.15%	103
2022 Q1	$1.61M	Buy	5,907 +1,926	+48%	+$486K	0.21%	78
2021 Q4	$1M	Buy	3,981 +1,516	+62%	+$359K	0.12%	101
2021 Q3	$483K	Sell	2,465 -79	-3%	-$17.1K	0.07%	149
2021 Q2	$560K	Buy	2,544 +1,444	+131%	+$322K	0.08%	132
2021 Q1	$242K	Buy	1,100 +22	+2%	+$4.62K	0.04%	178
2020 Q4	$224K	Buy	1,078 +6	+0.6%	+$1.2K	0.04%	159
2020 Q3	$211K	Buy	+1,072	New	+$199K	0.05%	140

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

Stokes Family Office's UNP Position: Q1 2026 in Review

Stokes Family Office reduced its Union Pacific (UNP) stake by 17% in Q1 2026, selling an estimated $262K and leaving 5,324 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #113.

Stokes Family Office first reported a position in UNP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q2 2023. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Stokes Family Office held 5,324 shares of Union Pacific worth $1.29M as of Q1 2026.
Stokes Family Office sold 1,070 Union Pacific shares in Q1 2026, an estimated $262K.
Union Pacific made up 0.13% of Stokes Family Office's portfolio in Q1 2026, its #113 holding.
Stokes Family Office first reported a position in Union Pacific in Q3 2020 and has held it in 23 quarters since.
Stokes Family Office's Union Pacific position peaked at $2.35M in Q2 2023.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.