Trust Investment Advisors’s Union Pacific UNP Stock Holding History

Trust 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
2025 Q2	–	Sell	-871	Closed	-$206K	–	142
2025 Q1	$206K	Buy	+871	New	+$210K	0.13%	112
2022 Q2	–	Sell	-1,280	Closed	-$350K	–	98
2022 Q1	$350K	Buy	+1,280	New	+$323K	0.29%	78
2019 Q3	–	Sell	-5,120	Closed	-$866K	–	81
2019 Q2	$866K	Hold	5,120	–	–	1.09%	44
2019 Q1	$856K	Hold	5,120	–	–	1.01%	48
2018 Q4	$708K	Hold	5,120	–	–	0.89%	49
2018 Q3	$834K	Hold	5,120	–	–	0.86%	56
2018 Q2	$725K	Hold	5,120	–	–	0.8%	59
2018 Q1	$688K	Hold	5,120	–	–	0.79%	56
2017 Q4	$687K	Hold	5,120	–	–	0.76%	55
2017 Q3	$594K	Hold	5,120	–	–	0.67%	61
2017 Q2	$558K	Buy	+5,120	New	+$558K	0.6%	67

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trust Investment Advisors's UNP Position: Q2 2025 in Review

Trust Investment Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 871 shares — an estimated $206K sold.

Trust Investment Advisors first reported a position in UNP in Q2 2017 and held it in 11 quarters. The position peaked at $866K in Q2 2019. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Trust Investment Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Trust Investment Advisors sold 871 Union Pacific shares in Q2 2025, an estimated $206K.
Trust Investment Advisors first reported a position in Union Pacific in Q2 2017 and held it in 11 quarters.
Trust Investment Advisors's Union Pacific position peaked at $866K in Q2 2019.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Trust Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.