Trifecta Capital Advisors’s Union Pacific UNP Stock Holding History

Trifecta Capital 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	$544	Buy	+2	New	+$525	﹤0.01%	413
2025 Q3	–	Sell	-10,211	Closed	-$2.35M	–	494
2025 Q2	$2.35M	Sell	10,211 -50	-0.5%	-$11.1K	0.39%	51
2025 Q1	$2.42M	Buy	10,261 +56	+0.5%	+$13.5K	0.51%	48
2024 Q4	$2.33M	Sell	10,205 -332	-3%	-$78.6K	0.46%	50
2024 Q3	$2.6M	Buy	10,537 +278	+3%	+$67.4K	0.54%	50
2024 Q2	$2.32M	Buy	10,259 +775	+8%	+$182K	0.51%	48
2024 Q1	$2.33M	Buy	9,484 +707	+8%	+$174K	0.57%	49
2023 Q4	$2.16M	Buy	8,777 +249	+3%	+$54.7K	0.6%	48
2023 Q3	$1.74M	Buy	8,528 +123	+1%	+$26.8K	0.56%	47
2023 Q2	$1.72M	Buy	8,405 +300	+4%	+$59.6K	0.55%	47
2023 Q1	$1.63M	Buy	8,105 +371	+5%	+$75.2K	0.57%	47
2022 Q4	$1.6M	Buy	+7,734	New	+$1.59M	0.64%	44

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

Trifecta Capital Advisors's UNP Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Union Pacific (UNP) in Q2 2026: 2 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in UNP as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in UNP in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.6M in Q3 2024. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Trifecta Capital Advisors held 2 shares of Union Pacific worth $544 as of Q2 2026.
Union Pacific was a new Trifecta Capital Advisors position in Q2 2026.
Union Pacific made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #413 holding.
Trifecta Capital Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 12 quarters since.
Trifecta Capital Advisors's Union Pacific position peaked at $2.6M in Q3 2024.
2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.