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Key Financial Inc’s Union Pacific UNP Stock Holding History

Key Financial Inc’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 		$442K Buy
1,821
+38
+2% +$9.3K 0.08% 197
2025
Q4 		$412K Hold
1,783
– – 0.08% 199
2025
Q3 		$419K Hold
1,783
– – 0.08% 193
2025
Q2 		$410K Hold
1,783
– – 0.08% 188
2025
Q1 		$421K Sell
1,783
-64
-3% -$15.4K 0.09% 177
2024
Q4 		$421K Buy
1,847
+64
+4% +$15.2K 0.1% 163
2024
Q3 		$439K Buy
1,783
+14
+0.8% +$3.4K 0.1% 167
2024
Q2 		$400K Buy
1,769
+13
+0.7% +$3.05K 0.1% 162
2024
Q1 		$432K Sell
1,756
-128
-7% -$31.5K 0.11% 151
2023
Q4 		$463K Hold
1,884
– – 0.13% 133
2023
Q3 		$384K Buy
1,884
+8
+0.4% +$1.74K 0.13% 135
2023
Q2 		$384K Hold
1,876
– – 0.13% 138
2023
Q1 		$378K Hold
1,876
– – 0.14% 130
2022
Q4 		$365K Hold
1,876
– – 0.17% 111
2022
Q3 		$365K Hold
1,876
– – 0.17% 113
2022
Q2 		$404K Buy
1,876
+48
+3% +$10.9K 0.22% 91
2022
Q1 		$499K Buy
1,828
+236
+15% +$59.6K 0.25% 76
2021
Q4 		$401K Hold
1,592
– – 0.2% 97
2021
Q3 		$312K Hold
1,592
– – 0.18% 109
2021
Q2 		$348K Hold
1,592
– – 0.19% 101
2021
Q1 		$351K Buy
1,592
+405
+34% +$85K 0.23% 89
2020
Q4 		$247K Sell
1,187
-541
-31% -$108K 0.18% 103
2020
Q3 		$340K Hold
1,728
– – 0.35% 72
2020
Q2 		$286K Sell
1,728
-230
-12% -$36.9K 0.33% 77
2020
Q1 		$275K Sell
1,958
-12
-0.6% -$1.98K 0.28% 72
2019
Q4 		$356K Buy
+1,970
New +$337K 0.33% 69

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Key Financial Inc's UNP Position: Q1 2026 in Review

Key Financial Inc increased its Union Pacific (UNP) stake by 2.1% in Q1 2026, buying an estimated $9.3K and bringing the position to 1,821 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #197.

Key Financial Inc first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. The position peaked at $499K in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Key Financial Inc held 1,821 shares of Union Pacific worth $442K as of Q1 2026.
  • Key Financial Inc bought 38 Union Pacific shares in Q1 2026, an estimated $9.3K.
  • Union Pacific made up 0.08% of Key Financial Inc's portfolio in Q1 2026, its #197 holding.
  • Key Financial Inc first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Union Pacific position peaked at $499K in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.