Morningstar Investment Management LLC

Position in UNP — Union Pacific Corp

CIK 1673385 CHICAGO, IL

Position in UNP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,808,432

+$735,411 QoQ

Shares Held

25,031

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#680

of 2,874 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Morningstar Investment Management LLC holds $12,041,563 across 4 Railroads names. UNP ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	25,031	$6,808,432
2	CNI	Canadian National Railway Co	37,553	$4,477,819
3	CSX	Csx Corp	10,176	$483,665
4	CP	Canadian Pacific Kansas City Ltd/Cn	3,135	$271,647

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,808,432	25,031	0.0%	Shares	Sole	2026-07-21
2026-03-31	$6,073,021	25,031	-31.5%	Shares	Sole	2026-05-14
2025-12-31	$8,455,671	36,554	-36.6%	Shares	Sole	2026-02-09
2025-09-30	$13,619,639	57,620	+1346.6%	Shares	Sole	2025-11-17
2024-12-31	$908,283	3,983	0.0%	Shares	Sole	2025-02-03
2024-09-30	$981,729	3,983	+92.8%	Shares	Sole	2024-11-12
2024-06-30	$467,453	2,066	0.0%	Shares	Sole	2024-08-08
2024-03-31	$508,091	2,066	0.0%	Shares	Sole	2024-05-13
2023-12-31	$507,450	2,066	-1.9%	Shares	Sole	2024-02-13
2023-09-30	$429,048	2,107	0.0%	Shares	Sole	2024-04-09
2023-06-30	$431,134	2,107	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.