UNP D UNION PAC CORP COM

Ownership history in S&CO INC  ·  103 quarters on record

AI Ownership Summary

S&CO INC reported D UNION PAC CORP COM (UNP) in 103 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.28% in 2023 Q4. The latest visible filing shows UNP at 1.00% 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. 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 S&CO INC's position in D UNION PAC CORP COM, 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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% 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 Q3 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.

How S&CO INC held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 69,353 -518 -0.7% 1.00% $16.0M 2026-02-14 (Est.) $259.32
2025 Q3 REDUCED 69,871 -200 -0.3% 1.01% $16.5M 2025-11-06 $215.60
2025 Q2 REDUCED 70,071 -200 -0.3% 1.03% $16.1M 2025-08-07 $218.85
2025 Q1 ADDED 70,271 +2,360 +3.5% 1.11% $16.6M 2025-05-08 $211.84
2024 Q4 UNCHANGED 67,911 0% 1.05% $15.5M 2025-02-07 $235.21
2024 Q3 UNCHANGED 67,911 0% 1.09% $16.7M 2024-11-07 $234.32
2024 Q2 REDUCED 67,911 -245 -0.4% 1.07% $15.4M 2024-08-08 $231.14
2024 Q1 UNCHANGED 68,156 0% 1.18% $16.8M 2024-05-09 $235.63
2023 Q4 UNCHANGED 68,156 0% 1.28% $16.7M 2024-02-12 $235.17
2023 Q3 ADDED 68,156 +85 +0.1% 1.14% $13.9M 2023-11-09 $198.72
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO INC and UNP

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

How long has S&CO INC reported owning UNP?

S&CO INC reported UNP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UNP position in S&CO INC's portfolio?

The largest reported portfolio weight for UNP was 1.28% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 69,353 shares, equal to 1.00% of portfolio, with an estimated market value of $16.0M.

What does the chart on this UNP ownership page compare?

The chart compares S&CO INC'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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