Client 1st Advisory Group’s Union Pacific UNP Stock Holding History

Client 1st Advisory Group’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 Q2	$384K	Buy	1,412 +12	+0.9%	+$3.15K	0.1%	93
2026 Q1	$340K	Hold	1,400	–	–	0.1%	93
2025 Q4	$324K	Hold	1,400	–	–	0.1%	100
2025 Q3	$331K	Hold	1,400	–	–	0.11%	96
2025 Q2	$322K	Hold	1,400	–	–	0.12%	91
2025 Q1	$331K	Hold	1,400	–	–	0.13%	87
2024 Q4	$319K	Hold	1,400	–	–	0.12%	91
2024 Q3	$345K	Buy	+1,400	New	+$339K	0.14%	85

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Client 1st Advisory Group's UNP Position: Q2 2026 in Review

Client 1st Advisory Group increased its Union Pacific (UNP) stake by 0.86% in Q2 2026, buying an estimated $3.15K and bringing the position to 1,412 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #93.

Client 1st Advisory Group first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Client 1st Advisory Group held 1,412 shares of Union Pacific worth $384K as of Q2 2026.
Client 1st Advisory Group bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
Union Pacific made up 0.1% of Client 1st Advisory Group's portfolio in Q2 2026, its #93 holding.
Client 1st Advisory Group first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
627 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.