Key Client Fiduciary Advisors’s Union Pacific UNP Stock Holding History

Key Client Fiduciary 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 Q1	–	Sell	-802	Closed	-$186K	–	231
2025 Q4	$186K	Buy	+802	New	+$183K	0.06%	203
2024 Q4	–	Sell	-825	Closed	-$203K	–	206
2024 Q3	$203K	Buy	+825	New	+$200K	0.09%	190
2024 Q2	–	Sell	-1,290	Closed	-$317K	–	201
2024 Q1	$317K	Buy	1,290 +10	+0.8%	+$2.46K	0.17%	135
2023 Q4	$314K	Hold	1,280	–	–	0.18%	132
2023 Q3	$261K	Hold	1,280	–	–	0.16%	137
2023 Q2	$262K	Buy	1,280 +13	+1%	+$2.58K	0.15%	144
2023 Q1	$255K	Hold	1,267	–	–	0.16%	138
2022 Q4	$262K	Buy	+1,267	New	+$260K	0.18%	124

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Key Client Fiduciary Advisors's UNP Position: Q1 2026 in Review

Key Client Fiduciary Advisors sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 802 shares — an estimated $186K sold.

Key Client Fiduciary Advisors first reported a position in UNP in Q4 2022 and held it in 8 quarters. The position peaked at $317K in Q1 2024. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Key Client Fiduciary Advisors reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Key Client Fiduciary Advisors sold 802 Union Pacific shares in Q1 2026, an estimated $186K.
Key Client Fiduciary Advisors first reported a position in Union Pacific in Q4 2022 and held it in 8 quarters.
Key Client Fiduciary Advisors's Union Pacific position peaked at $317K in Q1 2024.
2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.