Klingman & Associates
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Klingman & Associates’s Union Pacific UNP Stock Holding History

Klingman & Associates’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
Q3 		$368K Buy
1,351
+29
+2% +$8.43K 0.02% 274
2026
Q2 		$360K Sell
1,322
-344
-21% -$90.3K 0.02% 241
2026
Q1 		$404K Buy
1,666
+18
+1% +$4.41K 0.02% 222
2025
Q4 		$381K Sell
1,648
-78
-5% -$17.8K 0.02% 227
2025
Q3 		$408K Sell
1,726
-85
-5% -$19.2K 0.02% 218
2025
Q2 		$417K Buy
1,811
+667
+58% +$148K 0.02% 191
2025
Q1 		$270K Sell
1,144
-449
-28% -$108K 0.02% 228
2024
Q4 		$363K Sell
1,593
-546
-26% -$129K 0.02% 187
2024
Q3 		$527K Sell
2,139
-60
-3% -$14.5K 0.03% 155
2024
Q2 		$498K Sell
2,199
-2
-0.1% -$469 0.03% 139
2024
Q1 		$541K Hold
2,201
– – 0.04% 133
2023
Q4 		$541K Sell
2,201
-103
-4% -$22.6K 0.04% 127
2023
Q3 		$469K Sell
2,304
-64
-3% -$13.9K 0.04% 133
2023
Q2 		$485K Buy
2,368
+134
+6% +$26.6K 0.04% 130
2023
Q1 		$450K Buy
2,234
+10
+0.4% +$2.03K 0.04% 125
2022
Q4 		$461K Buy
2,224
+3
+0.1% +$615 0.04% 121
2022
Q3 		$433K Buy
2,221
+8
+0.4% +$1.77K 0.04% 117
2022
Q2 		$472K Sell
2,213
-65
-3% -$14.8K 0.05% 112
2022
Q1 		$622K Buy
+2,278
New +$575K 0.05% 103
2016
Q4 		– Sell
-200
Closed -$20K – 306
2016
Q3 		$20K Hold
200
– – 0.01% 265
2016
Q2 		$17K Hold
200
– – 0.01% 275
2016
Q1 		$16K Hold
200
– – 0.01% 275
2015
Q4 		$16K Hold
200
– – 0.01% 283
2015
Q3 		$17K Hold
200
– – 0.01% 277
2015
Q2 		$19K Hold
200
– – 0.01% 265
2015
Q1 		$22K Hold
200
– – 0.01% 234
2014
Q4 		$23K Buy
+200
New +$23K 0.01% 225

Other funds holding UNP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Klingman & Associates's UNP Position: Q3 2026 in Review

Klingman & Associates increased its Union Pacific (UNP) stake by 2.2% in Q3 2026, buying an estimated $8.43K and bringing the position to 1,351 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #274.

Klingman & Associates first reported a position in UNP in Q4 2014 and has held it in 27 quarters since. The position peaked at $622K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Klingman & Associates held 1,351 shares of Union Pacific worth $368K as of Q3 2026.
  • Klingman & Associates bought 29 Union Pacific shares in Q3 2026, an estimated $8.43K.
  • Union Pacific made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #274 holding.
  • Klingman & Associates first reported a position in Union Pacific in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Union Pacific position peaked at $622K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.