Trail Ridge Investment Advisors’s Union Pacific UNP Stock Holding History

Trail Ridge Investment 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 Q2	$1.2M	Sell	4,425 -426	-9%	-$112K	0.51%	41
2026 Q1	$1.18M	Hold	4,851	–	–	0.51%	47
2025 Q4	$1.12M	Sell	4,851 -250	-5%	-$57.1K	0.48%	48
2025 Q3	$1.21M	Buy	5,101 +265	+5%	+$59.7K	0.54%	43
2025 Q2	$1.07M	Hold	4,836	–	–	0.52%	43
2025 Q1	$1.14M	Sell	4,836 -17	-0.4%	-$4.09K	0.59%	42
2024 Q4	$1.11M	Buy	4,853 +17	+0.4%	+$4.03K	0.53%	47
2024 Q3	$1.17M	Hold	4,836	–	–	0.56%	48
2024 Q2	$1.09M	Hold	4,836	–	–	0.57%	46
2024 Q1	$1.19M	Hold	4,836	–	–	0.67%	42
2023 Q4	$1.19M	Hold	4,836	–	–	0.73%	42
2023 Q3	$985K	Sell	4,836 -3,000	-38%	-$653K	0.67%	45
2023 Q2	$1.6M	Sell	7,836 -200	-2%	-$39.8K	0.99%	30
2023 Q1	$1.62M	Hold	8,036	–	–	1.06%	28
2022 Q4	$1.66M	Hold	8,036	–	–	1.15%	28
2022 Q3	$1.75M	Sell	8,036 -18	-0.2%	-$3.98K	1.15%	24
2022 Q2	$1.72M	Sell	8,054 -45	-0.6%	-$10.2K	1.16%	21
2022 Q1	$2.21M	Sell	8,099 -433	-5%	-$109K	1.36%	16
2021 Q4	$2.15M	Buy	+8,532	New	+$2.02M	1.29%	20

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Trail Ridge Investment Advisors's UNP Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Union Pacific (UNP) stake by 8.8% in Q2 2026, selling an estimated $112K and leaving 4,425 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #41.

Trail Ridge Investment Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q1 2022. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Trail Ridge Investment Advisors held 4,425 shares of Union Pacific worth $1.2M as of Q2 2026.
Trail Ridge Investment Advisors sold 426 Union Pacific shares in Q2 2026, an estimated $112K.
Union Pacific made up 0.51% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #41 holding.
Trail Ridge Investment Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
Trail Ridge Investment Advisors's Union Pacific position peaked at $2.21M in Q1 2022.
2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.