Fiduciary Family Office’s Union Pacific UNP Stock Holding History

Fiduciary Family Office’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	$535K	Sell	2,204 -2,509	-53%	-$614K	0.15%	102
2025 Q4	$1.09M	Sell	4,713 -440	-9%	-$100K	0.31%	56
2025 Q3	$1.22M	Buy	5,153 +701	+16%	+$158K	0.35%	52
2025 Q2	$1.02M	Buy	4,452 +47	+1%	+$10.4K	0.34%	64
2025 Q1	$1.04M	Buy	+4,405	New	+$1.06M	0.35%	60
2024 Q4	–	Sell	-4,165	Closed	-$1.03M	–	239
2024 Q3	$1.03M	Buy	4,165 +1,958	+89%	+$475K	0.34%	63
2024 Q2	$499K	Sell	2,207 -291	-12%	-$68.2K	0.2%	129
2024 Q1	$614K	Sell	2,498 -85	-3%	-$20.9K	0.24%	118
2023 Q4	$635K	Buy	+2,583	New	+$568K	0.28%	87

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

Fiduciary Family Office's UNP Position: Q1 2026 in Review

Fiduciary Family Office reduced its Union Pacific (UNP) stake by 53% in Q1 2026, selling an estimated $614K and leaving 2,204 shares worth $535K. The position accounts for 0.15% of the portfolio, ranked #102.

Fiduciary Family Office first reported a position in UNP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2025. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Fiduciary Family Office held 2,204 shares of Union Pacific worth $535K as of Q1 2026.
Fiduciary Family Office sold 2,509 Union Pacific shares in Q1 2026, an estimated $614K.
Union Pacific made up 0.15% of Fiduciary Family Office's portfolio in Q1 2026, its #102 holding.
Fiduciary Family Office first reported a position in Union Pacific in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Union Pacific position peaked at $1.22M in Q3 2025.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.