Catalyst Financial Partners’s Union Pacific UNP Stock Holding History

Catalyst Financial Partners’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	$843K	Buy	3,475 +367	+12%	+$89.9K	0.1%	120
2025 Q4	$719K	Sell	3,108 -21	-0.7%	-$4.79K	0.08%	133
2025 Q3	$740K	Buy	3,129 +41	+1%	+$9.24K	0.09%	122
2025 Q2	$710K	Sell	3,088 -683	-18%	-$152K	0.08%	125
2025 Q1	$891K	Buy	3,771 +153	+4%	+$36.8K	0.16%	76
2024 Q4	$825K	Sell	3,618 -11	-0.3%	-$2.6K	0.16%	84
2024 Q3	$894K	Buy	3,629 +164	+5%	+$39.8K	0.18%	77
2024 Q2	$784K	Buy	3,465 +650	+23%	+$152K	0.17%	77
2024 Q1	$645K	Buy	2,815 +73	+3%	+$18K	0.17%	82
2023 Q4	$673K	Buy	2,742 +215	+9%	+$47.3K	0.19%	74
2023 Q3	$515K	Buy	2,527 +1,118	+79%	+$243K	0.17%	89
2023 Q2	$288K	Buy	1,409 +376	+36%	+$74.7K	0.1%	146
2023 Q1	$208K	Buy	+1,033	New	+$209K	0.09%	168

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

Catalyst Financial Partners's UNP Position: Q1 2026 in Review

Catalyst Financial Partners increased its Union Pacific (UNP) stake by 12% in Q1 2026, buying an estimated $89.9K and bringing the position to 3,475 shares worth $843K. The position accounts for 0.1% of the portfolio, ranked #120.

Catalyst Financial Partners first reported a position in UNP in Q1 2023 and has held it in 13 quarters since. The position peaked at $894K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Catalyst Financial Partners held 3,475 shares of Union Pacific worth $843K as of Q1 2026.
Catalyst Financial Partners bought 367 Union Pacific shares in Q1 2026, an estimated $89.9K.
Union Pacific made up 0.1% of Catalyst Financial Partners's portfolio in Q1 2026, its #120 holding.
Catalyst Financial Partners first reported a position in Union Pacific in Q1 2023 and has held it in 13 quarters since.
Catalyst Financial Partners's Union Pacific position peaked at $894K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.