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Accredited Wealth Management’s Union Pacific UNP Stock Holding History

Accredited Wealth Management’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 		$89.6K Buy
2,181
+1,802
+475% +$406K 0.07% 105
2025
Q2 		$87.2K Sell
379
-66
-15% -$14.7K 0.07% 106
2025
Q1 		$105K Buy
445
+66
+17% +$15.9K 0.09% 84
2024
Q4 		$86.4K Buy
+379
New +$89.7K 0.08% 112

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

Accredited Wealth Management's UNP Position: Q3 2025 in Review

Accredited Wealth Management increased its Union Pacific (UNP) stake by 475% in Q3 2025, buying an estimated $406K and bringing the position to 2,181 shares worth $89.6K. The position accounts for 0.07% of the portfolio, ranked #105.

Accredited Wealth Management first reported a position in UNP in Q4 2024 and has held it in 4 quarters since. The position peaked at $105K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Accredited Wealth Management held 2,181 shares of Union Pacific worth $89.6K as of Q3 2025.
  • Accredited Wealth Management bought 1,802 Union Pacific shares in Q3 2025, an estimated $406K.
  • Union Pacific made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #105 holding.
  • Accredited Wealth Management first reported a position in Union Pacific in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Union Pacific position peaked at $105K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.