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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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. 2,895 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.
2,895 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.