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Keudell/Morrison Wealth Management’s Union Pacific UNP Stock Holding History

Keudell/Morrison Wealth Management’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 		$710K Sell
2,612
-103
-4% -$27K 0.13% 106
2026
Q1 		$659K Buy
2,715
+36
+1% +$8.81K 0.13% 107
2025
Q4 		$620K Buy
+2,679
New +$612K 0.13% 108
2025
Q2 		$617K Buy
2,680
+623
+30% +$138K 0.14% 105
2025
Q1 		$486K Buy
2,057
+24
+1% +$5.78K 0.11% 113
2024
Q4 		$464K Buy
2,033
+162
+9% +$38.4K 0.12% 114
2024
Q3 		$461K Sell
1,871
-47
-2% -$11.4K 0.13% 120
2024
Q2 		$434K Sell
1,918
-309
-14% -$72.4K 0.13% 128
2024
Q1 		$548K Sell
2,227
-15
-0.7% -$3.69K 0.17% 102
2023
Q4 		$551K Buy
2,242
+59
+3% +$13K 0.18% 101
2023
Q3 		$445K Buy
2,183
+273
+14% +$59.5K 0.14% 106
2023
Q2 		$391K Sell
1,910
-20
-1% -$3.98K 0.11% 116
2023
Q1 		$388K Buy
1,930
+9
+0.5% +$1.82K 0.11% 115
2022
Q4 		$398K Buy
1,921
+18
+0.9% +$3.69K 0.13% 109
2022
Q3 		$371K Sell
1,903
-10
-0.5% -$2.21K 0.14% 113
2022
Q2 		$408K Sell
1,913
-73
-4% -$16.6K 0.15% 108
2022
Q1 		$543K Sell
1,986
-30
-1% -$7.58K 0.23% 91
2021
Q4 		$508K Sell
2,016
-30
-1% -$7.11K 0.2% 99
2021
Q3 		$401K Buy
2,046
+15
+0.7% +$3.24K 0.17% 118
2021
Q2 		$447K Sell
2,031
-119
-6% -$26.5K 0.24% 104
2021
Q1 		$474K Sell
2,150
-67
-3% -$14.1K 0.28% 97
2020
Q4 		$462K Buy
2,217
+58
+3% +$11.6K 0.29% 94
2020
Q3 		$425K Sell
2,159
-6
-0.3% -$1.11K 0.27% 90
2020
Q2 		$366K Sell
2,165
-41
-2% -$6.57K 0.3% 94
2020
Q1 		$311K Sell
2,206
-14
-0.6% -$2.31K 0.3% 99
2019
Q4 		$401K Sell
2,220
-10
-0.4% -$1.71K 0.28% 93
2019
Q3 		$361K Hold
2,230
– – 0.3% 92
2019
Q2 		$372K Sell
2,230
-173
-7% -$29.6K 0.33% 87
2019
Q1 		$402K Buy
+2,403
New +$387K 0.35% 88

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Keudell/Morrison Wealth Management's UNP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Union Pacific (UNP) stake by 3.8% in Q2 2026, selling an estimated $27K and leaving 2,612 shares worth $710K. The position accounts for 0.13% of the portfolio, ranked #106.

Keudell/Morrison Wealth Management first reported a position in UNP in Q1 2019 and has held it in 29 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,612 shares of Union Pacific worth $710K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 103 Union Pacific shares in Q2 2026, an estimated $27K.
  • Union Pacific made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Keudell/Morrison Wealth Management first reported a position in Union Pacific in Q1 2019 and has held it in 29 quarters since.
  • 512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.