Alpha Family Trust’s Union Pacific UNP Stock Holding History

Alpha Family Trust’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Hold	1,595	–	–	0.19%	97
2025 Q4	$369K	Hold	1,595	–	–	0.17%	104
2025 Q3	$377K	Hold	1,595	–	–	0.18%	102
2025 Q2	$367K	Sell	1,595 -440	-22%	-$97.7K	0.18%	106
2025 Q1	$481K	Buy	2,035 +440	+28%	+$106K	0.28%	68
2024 Q4	$364K	Sell	1,595 -285	-15%	-$67.5K	0.2%	83
2024 Q3	$463K	Hold	1,880	–	–	0.26%	69
2024 Q2	$425K	Hold	1,880	–	–	0.25%	67
2024 Q1	$462K	Hold	1,880	–	–	0.28%	63
2023 Q4	$462K	Buy	1,880 +715	+61%	+$157K	0.31%	60
2023 Q3	$237K	Buy	+1,165	New	+$254K	0.18%	110
2023 Q2	–	Sell	-1,135	Closed	-$228K	–	136
2023 Q1	$228K	Sell	1,135 -130	-10%	-$26.3K	0.18%	108
2022 Q4	$262K	Buy	+1,265	New	+$259K	0.24%	88
2022 Q3	–	Sell	-1,000	Closed	-$213K	–	60
2022 Q2	$213K	Buy	+1,000	New	+$228K	0.14%	48

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alpha Family Trust's UNP Position: Q1 2026 in Review

Alpha Family Trust held its Union Pacific (UNP) position steady in Q1 2026 at 1,595 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #97.

Alpha Family Trust first reported a position in UNP in Q2 2022 and has held it in 14 quarters since. The position peaked at $481K in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Alpha Family Trust held 1,595 shares of Union Pacific worth $387K as of Q1 2026.
Alpha Family Trust left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.19% of Alpha Family Trust's portfolio in Q1 2026, its #97 holding.
Alpha Family Trust first reported a position in Union Pacific in Q2 2022 and has held it in 14 quarters since.
Alpha Family Trust's Union Pacific position peaked at $481K in Q1 2025.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.