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West Family Investments’s Union Pacific UNP Stock Holding History

West Family 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
Q2 		$514K Buy
1,889
+42
+2% +$11K 0.15% 170
2026
Q1 		$448K Sell
1,847
-267
-13% -$65.4K 0.16% 121
2025
Q4 		$489K Sell
2,114
-731
-26% -$167K 0.11% 170
2025
Q3 		$672K Buy
2,845
+22
+0.8% +$4.96K 0.15% 125
2025
Q2 		$650K Buy
2,823
+976
+53% +$217K 0.17% 124
2025
Q1 		$436K Hold
1,847
– – 0.16% 125
2024
Q4 		$421K Sell
1,847
-22
-1% -$5.21K 0.15% 142
2024
Q3 		$461K Buy
1,869
+225
+14% +$54.6K 0.16% 137
2024
Q2 		$372K Hold
1,644
– – 0.11% 144
2024
Q1 		$404K Hold
1,644
– – 0.13% 139
2023
Q4 		$404K Buy
1,644
+25
+2% +$5.5K 0.14% 119
2023
Q3 		$330K Buy
1,619
+16
+1% +$3.48K 0.12% 142
2023
Q2 		$328K Buy
+1,603
New +$319K 0.13% 147
2023
Q1 		– Sell
-1,408
Closed -$292K – 260
2022
Q4 		$292K Buy
+1,408
New +$289K 0.1% 167
2022
Q3 		– Sell
-1,494
Closed -$319K – 262
2022
Q2 		$319K Sell
1,494
-1,187
-44% -$270K 0.13% 143
2022
Q1 		$732K Hold
2,681
– – 0.21% 77
2021
Q4 		$675K Sell
2,681
-118
-4% -$27.9K 0.18% 99
2021
Q3 		$549K Buy
2,799
+936
+50% +$202K 0.14% 128
2021
Q2 		$410K Buy
+1,863
New +$415K 0.11% 164

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

West Family Investments's UNP Position: Q2 2026 in Review

West Family Investments increased its Union Pacific (UNP) stake by 2.3% in Q2 2026, buying an estimated $11K and bringing the position to 1,889 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #170.

West Family Investments first reported a position in UNP in Q2 2021 and has held it in 19 quarters since. The position peaked at $732K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • West Family Investments held 1,889 shares of Union Pacific worth $514K as of Q2 2026.
  • West Family Investments bought 42 Union Pacific shares in Q2 2026, an estimated $11K.
  • Union Pacific made up 0.15% of West Family Investments's portfolio in Q2 2026, its #170 holding.
  • West Family Investments first reported a position in Union Pacific in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Union Pacific position peaked at $732K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.