Waterloo Capital’s Union Pacific UNP Stock Holding History

Waterloo 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	$396K	Buy	1,632 +401	+33%	+$98.2K	0.03%	348
2025 Q4	$285K	Buy	1,231 +227	+23%	+$51.8K	0.02%	381
2025 Q3	$237K	Sell	1,004 -229	-19%	-$51.6K	0.02%	404
2025 Q2	$284K	Buy	+1,233	New	+$274K	0.02%	367
2024 Q1	–	Sell	-1,110	Closed	-$273K	–	398
2023 Q4	$273K	Buy	+1,110	New	+$244K	0.04%	311

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

Waterloo Capital's UNP Position: Q1 2026 in Review

Waterloo Capital increased its Union Pacific (UNP) stake by 33% in Q1 2026, buying an estimated $98.2K and bringing the position to 1,632 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #348.

Waterloo Capital first reported a position in UNP in Q4 2023 and has held it in 5 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Waterloo Capital held 1,632 shares of Union Pacific worth $396K as of Q1 2026.
Waterloo Capital bought 401 Union Pacific shares in Q1 2026, an estimated $98.2K.
Union Pacific made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #348 holding.
Waterloo Capital first reported a position in Union Pacific in Q4 2023 and has held it in 5 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.