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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trifecta Capital Advisors's UNP Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 10,211 shares — an estimated $2.35M sold.

Trifecta Capital Advisors first reported a position in UNP in Q4 2022 and held it in 11 quarters. The position peaked at $2.6M in Q3 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 10,211 Union Pacific shares in Q3 2025, an estimated $2.35M.
  • Trifecta Capital Advisors first reported a position in Union Pacific in Q4 2022 and held it in 11 quarters.
  • Trifecta Capital Advisors's Union Pacific position peaked at $2.6M in Q3 2024.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.