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Tortoise Investment Management’s Union Pacific UNP Stock Holding History

Tortoise Investment Management’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 		$591K Buy
2,436
+30
+1% +$7.35K 0.05% 149
2025
Q4 		$557K Sell
2,406
-2
-0.1% -$457 0.05% 148
2025
Q3 		$569K Buy
2,408
+7
+0.3% +$1.58K 0.05% 143
2025
Q2 		$552K Buy
2,401
+4
+0.2% +$888 0.05% 140
2025
Q1 		$566K Sell
2,397
-488
-17% -$117K 0.06% 134
2024
Q4 		$658K Buy
2,885
+70
+2% +$16.6K 0.07% 136
2024
Q3 		$694K Buy
2,815
+144
+5% +$34.9K 0.07% 130
2024
Q2 		$604K Buy
2,671
+52
+2% +$12.2K 0.07% 134
2024
Q1 		$644K Sell
2,619
-25
-0.9% -$6.15K 0.08% 136
2023
Q4 		$649K Sell
2,644
-113
-4% -$24.8K 0.09% 133
2023
Q3 		$561K Buy
2,757
+4
+0.1% +$871 0.08% 134
2023
Q2 		$563K Buy
2,753
+88
+3% +$17.5K 0.08% 135
2023
Q1 		$536K Hold
2,665
– – 0.09% 129
2022
Q4 		$552K Buy
2,665
+7
+0.3% +$1.44K 0.1% 127
2022
Q3 		$518K Buy
2,658
+10
+0.4% +$2.21K 0.1% 120
2022
Q2 		$565K Buy
2,648
+136
+5% +$30.9K 0.11% 113
2022
Q1 		$686K Hold
2,512
– – 0.13% 104
2021
Q4 		$633K Hold
2,512
– – 0.12% 102
2021
Q3 		$492K Hold
2,512
– – 0.1% 107
2021
Q2 		$552K Hold
2,512
– – 0.11% 103
2021
Q1 		$554K Hold
2,512
– – 0.12% 99
2020
Q4 		$523K Hold
2,512
– – 0.12% 95
2020
Q3 		$495K Hold
2,512
– – 0.12% 88
2020
Q2 		$425K Hold
2,512
– – 0.11% 94
2020
Q1 		$354K Hold
2,512
– – 0.1% 99
2019
Q4 		$454K Hold
2,512
– – 0.11% 96
2019
Q3 		$407K Sell
2,512
-50
-2% -$8.41K 0.11% 101
2019
Q2 		$433K Hold
2,562
– – 0.11% 100
2019
Q1 		$428K Hold
2,562
– – 0.11% 100
2018
Q4 		$354K Hold
2,562
– – 0.1% 107
2018
Q3 		$417K Hold
2,562
– – 0.11% 102
2018
Q2 		$363K Hold
2,562
– – 0.1% 109
2018
Q1 		$344K Hold
2,562
– – 0.1% 110
2017
Q4 		$344K Buy
2,562
+22
+0.9% +$2.65K 0.1% 107
2017
Q3 		$295K Hold
2,540
– – 0.09% 112
2017
Q2 		$277K Hold
2,540
– – 0.09% 105
2017
Q1 		$269K Buy
2,540
+30
+1% +$3.2K 0.09% 99
2016
Q4 		$260K Sell
2,510
-400
-14% -$39.3K 0.09% 95
2016
Q3 		$284K Sell
2,910
-1,310
-31% -$123K 0.1% 90
2016
Q2 		$368K Hold
4,220
– – 0.13% 80
2016
Q1 		$336K Sell
4,220
-12
-0.3% -$928 0.12% 89
2015
Q4 		$331K Buy
4,232
+12
+0.3% +$1.03K 0.12% 91
2015
Q3 		$373K Hold
4,220
– – 0.14% 84
2015
Q2 		$402K Buy
4,220
+25
+0.6% +$2.61K 0.15% 83
2015
Q1 		$454K Sell
4,195
-284
-6% -$33.3K 0.17% 77
2014
Q4 		$534K Buy
4,479
+63
+1% +$7.23K 0.21% 67
2014
Q3 		$479K Hold
4,416
– – 0.2% 62
2014
Q2 		$440K Buy
4,416
+216
+5% +$20.9K 0.18% 66
2014
Q1 		$394K Hold
4,200
– – 0.18% 67
2013
Q4 		$353K Hold
4,200
– – 0.19% 69
2013
Q3 		$326K Hold
4,200
– – 0.2% 69
2013
Q2 		$324K Buy
+4,200
New +$316K 0.21% 63

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Investment Management's UNP Position: Q1 2026 in Review

Tortoise Investment Management increased its Union Pacific (UNP) stake by 1.2% in Q1 2026, buying an estimated $7.35K and bringing the position to 2,436 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #149.

Tortoise Investment Management first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $694K in Q3 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Tortoise Investment Management held 2,436 shares of Union Pacific worth $591K as of Q1 2026.
  • Tortoise Investment Management bought 30 Union Pacific shares in Q1 2026, an estimated $7.35K.
  • Union Pacific made up 0.05% of Tortoise Investment Management's portfolio in Q1 2026, its #149 holding.
  • Tortoise Investment Management first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Union Pacific position peaked at $694K in Q3 2024.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.