J. Stern & Co. LLP UNP β€” Union Pacific Corp

Ownership history in J. Stern & Co. LLP  Β·  2 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Union Pacific Corp (UNP) in 2 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows UNP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Stern & Co. LLP's position in Union Pacific Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Stern & Co. LLP held UNP β€” position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 140 -1,033 -88.1% 0.00% $34K 2026-05-15 $270.56
2024 Q1 INITIATED β€” β€” β€” 1,173 β€” β€” 0.04% $288K 2024-05-15 $235.56

FAQ About J. Stern & Co. LLP and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Stern & Co. LLP reported owning UNP?

J. Stern & Co. LLP reported UNP across 2 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UNP position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for UNP was 0.04% in 2024 Q1.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q1, when J. Stern & Co. LLP reported 140 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this UNP ownership page compare?

The chart compares J. Stern & Co. LLP's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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