Tealwood Asset Management Cuts Union Pacific Holdings

Institutional investor reduces stake in major railroad operator by over 30%

Mar. 21, 2026 at 11:18am

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Tealwood Asset Management Inc. decreased its position in Union Pacific Corporation (NYSE:UNP) by 33.6% in the 4th quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 9,369 shares of the railroad operator's stock, down from 14,107 shares previously.

Why it matters

Union Pacific is one of the largest freight railroad companies in the United States, so changes in institutional ownership can signal broader market sentiment around the company's performance and outlook. Tealwood's reduction in its UNP stake may reflect concerns about near-term headwinds facing the rail industry, such as softer volume trends and regulatory scrutiny.

The details

According to the 13F filing, Tealwood Asset Management sold 4,738 shares of Union Pacific stock during the fourth quarter. The firm's remaining 9,369 shares were valued at $2,167,000 at the end of the reporting period. The sale comes amid a period of mixed sentiment around Union Pacific, with some analysts upgrading the stock while others point to near-term volume pressures.

  • Tealwood Asset Management reduced its Union Pacific holdings in the 4th quarter of 2025.

The players

Tealwood Asset Management Inc.

An institutional investor that manages a portfolio of stocks, including a position in Union Pacific Corporation.

Union Pacific Corporation

One of the largest freight railroad companies in the United States, operating an extensive rail network across the western two-thirds of the country.

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The takeaway

Tealwood's reduction in its Union Pacific holdings could signal broader caution around the rail industry's near-term outlook, despite the company's strong fundamentals and dividend profile. Investors will be watching for any further shifts in institutional ownership and analyst sentiment around UNP.