Symmetry Investments’s Union Pacific UNP Stock Holding History

Symmetry Investments’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	$4.85M	Sell	20,000 -30,000	-60%	-$7.35M	0.53%	50
2025 Q4	$11.6M	Buy	+50,000	New	+$11.4M	1%	28
2023 Q3	–	Sell	-110,000	Closed	-$22.5M	–	224
2023 Q2	$22.5M	Sell	110,000 -20,000	-15%	-$3.98M	3.43%	7
2023 Q1	$26.2M	Buy	+130,000	New	+$26.3M	6.21%	1

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Symmetry Investments's UNP Position: Q1 2026 in Review

Symmetry Investments increased its Union Pacific (UNP) stake by 276% in Q1 2026, buying an estimated $72.2M and bringing the position to 401,618 shares worth $97.4M. The position accounts for 10.67% of the portfolio, ranked #1.

Symmetry Investments first reported a position in UNP in Q4 2020 and has held it in 21 quarters since. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Symmetry Investments held 401,618 shares of Union Pacific worth $97.4M as of Q1 2026.
Symmetry Investments bought 294,942 Union Pacific shares in Q1 2026, an estimated $72.2M.
Union Pacific made up 10.67% of Symmetry Investments's portfolio in Q1 2026, its #1 holding.
Symmetry Investments first reported a position in Union Pacific in Q4 2020 and has held it in 21 quarters since.
2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.