PUZO MICHAEL J UNP — UNION PACIFIC COMMON STOCK

Ownership history in PUZO MICHAEL J  ·  75 quarters on record

AI Ownership Summary

PUZO MICHAEL J reported UNION PACIFIC COMMON STOCK (UNP) in 75 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2023 Q4. The latest visible filing shows UNP at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PUZO MICHAEL J's position in UNION PACIFIC COMMON STOCK, 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
2025 Q4

UNP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

UNP stock page PUZO MICHAEL J fund profile PUZO MICHAEL J full holdings
How PUZO MICHAEL J held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 2,250 — 0% 0.14% $520K 2026-02-14 (Est.) $259.32
2025 Q3 UNCHANGED — — — 2,250 — 0% 0.15% $532K 2025-11-10 $221.42
2025 Q2 UNCHANGED — — — 2,250 — 0% 0.15% $518K 2025-07-23 $227.04
2025 Q1 UNCHANGED — — — 2,250 — 0% 0.15% $532K 2025-04-21 $211.07
2024 Q4 REDUCED — — — 2,250 -100 -4.3% 0.14% $513K 2025-02-13 $243.85
2024 Q3 REDUCED — — — 2,350 -100 -4.1% 0.15% $579K 2024-11-12 $230.80
2024 Q2 REDUCED 7.9% +9.5% ❌ 2,450 -210 -7.9% 0.15% $554K 2024-08-12 $227.50
2024 Q1 REDUCED 13.1% -8.1% ✅ 2,660 -400 -13.1% 0.18% $654K 2024-05-13 $234.74
2023 Q4 REDUCED — — — 3,060 -120 -3.8% 0.24% $752K 2024-02-14 $237.75
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNP

As of 2026 Q1 — sorted by position size

HILLMAN CO 3Y 7Y 9.6% Horrell Capital Management, Inc. 3Y 7Y 7.12% Skylands Capital, LLC 3Y 7Y 6.91% Maj Invest Holding A/S 3Y 7Y 5.59% Pacific Capital Partners Ltd 4.52% SCHARF INVESTMENTS, LLC 3Y 7Y 4.49% Werlinich Asset Management, LLC 4.36% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 3.82% R.H. Investment Group, LLC 3.28% HENDLEY & CO INC 3Y 7Y 3.1%

FAQ About PUZO MICHAEL J and UNP

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

How long has PUZO MICHAEL J reported owning UNP?

PUZO MICHAEL J reported UNP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNP position in PUZO MICHAEL J's portfolio?

The largest reported portfolio weight for UNP was 0.24% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q4, when PUZO MICHAEL J reported 2,250 shares, equal to 0.14% of portfolio, with an estimated market value of $520K.

What does the chart on this UNP ownership page compare?

The chart compares PUZO MICHAEL J'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.

How well did PUZO MICHAEL J time their UNP position?

Based on 13F filing dates vs. subsequent UNP price moves, PUZO MICHAEL J correctly timed 20 out of 44 reported position changes (45%). The annualised alpha on UNP relative to SPY over the holding period was +4.4%.

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