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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
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

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

Klingman & Associates's UNP Position: Q1 2026 in Review

Klingman & Associates increased its Union Pacific (UNP) stake by 1.1% in Q1 2026, buying an estimated $4.41K and bringing the position to 1,666 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #222.

Klingman & Associates first reported a position in UNP in Q4 2014 and has held it in 25 quarters since. The position peaked at $622K in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Klingman & Associates held 1,666 shares of Union Pacific worth $404K as of Q1 2026.
  • Klingman & Associates bought 18 Union Pacific shares in Q1 2026, an estimated $4.41K.
  • Union Pacific made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #222 holding.
  • Klingman & Associates first reported a position in Union Pacific in Q4 2014 and has held it in 25 quarters since.
  • Klingman & Associates's Union Pacific position peaked at $622K in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.