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Kelleher Financial Advisors’s Union Pacific UNP Stock Holding History

Kelleher Financial Advisors’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 		$126K Buy
463
+173
+60% +$45.4K 0.02% 340
2026
Q1 		$66.7K Sell
290
-9
-3% -$2.2K 0.02% 339
2025
Q4 		$69.2K Buy
299
+9
+3% +$2.05K 0.02% 360
2025
Q3 		$68.5K Buy
+290
New +$65.4K 0.02% 304
2016
Q2 		– Sell
-100
Closed -$7K – 203
2016
Q1 		$7K Buy
+100
New +$7.73K ﹤0.01% 208

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kelleher Financial Advisors's UNP Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Union Pacific (UNP) stake by 60% in Q2 2026, buying an estimated $45.4K and bringing the position to 463 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #340.

Kelleher Financial Advisors first reported a position in UNP in Q1 2016 and has held it in 5 quarters since. 2,866 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Kelleher Financial Advisors held 463 shares of Union Pacific worth $126K as of Q2 2026.
  • Kelleher Financial Advisors bought 173 Union Pacific shares in Q2 2026, an estimated $45.4K.
  • Union Pacific made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #340 holding.
  • Kelleher Financial Advisors first reported a position in Union Pacific in Q1 2016 and has held it in 5 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.