KSWA
UNP icon

Kathleen S. Wright Associates’s Union Pacific UNP Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$15.4K Hold
65
– – 0.01% 195
2025
Q2 		$15K Hold
65
– – 0.01% 203
2025
Q1 		$15.4K Hold
65
– – 0.01% 204
2024
Q4 		$14.8K Hold
65
– – 0.01% 209
2024
Q3 		$16K Hold
65
– – 0.01% 223
2024
Q2 		$14.7K Hold
65
– – 0.01% 178
2024
Q1 		$16K Hold
65
– – 0.01% 170
2023
Q4 		$16K Buy
+65
New +$14.3K 0.01% 153

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kathleen S. Wright Associates's UNP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Union Pacific (UNP) position steady in Q3 2025 at 65 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #195.

Kathleen S. Wright Associates first reported a position in UNP in Q4 2023 and has held it in 8 quarters since. The position peaked at $16K in Q3 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Kathleen S. Wright Associates held 65 shares of Union Pacific worth $15.4K as of Q3 2025.
  • Kathleen S. Wright Associates left its Union Pacific share count unchanged in Q3 2025.
  • Union Pacific made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #195 holding.
  • Kathleen S. Wright Associates first reported a position in Union Pacific in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Union Pacific position peaked at $16K in Q3 2024.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.