KMWM
UNP icon

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
2020
Q4 		– Sell
-100
Closed -$20K – 160
2020
Q3 		$20K Buy
+100
New +$18.6K 0.01% 148

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.