Swan Capital’s Union Pacific UNP Stock Holding History

Swan Capital’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	$5.82K	Sell	24 -83	-78%	-$20.3K	﹤0.01%	251
2025 Q4	$24.7K	Buy	107 +103	+2,575%	+$23.5K	0.01%	115
2025 Q3	$945	Sell	4 -4	-50%	-$902	﹤0.01%	396
2025 Q2	$1.84K	Buy	+8	New	+$1.78K	﹤0.01%	330

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

Swan Capital's UNP Position: Q1 2026 in Review

Swan Capital reduced its Union Pacific (UNP) stake by 78% in Q1 2026, selling an estimated $20.3K and leaving 24 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Swan Capital first reported a position in UNP in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.7K in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Swan Capital held 24 shares of Union Pacific worth $5.82K as of Q1 2026.
Swan Capital sold 83 Union Pacific shares in Q1 2026, an estimated $20.3K.
Union Pacific made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #251 holding.
Swan Capital first reported a position in Union Pacific in Q2 2025 and has held it in 4 quarters since.
Swan Capital's Union Pacific position peaked at $24.7K in Q4 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.