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Adero Partners’s Union Pacific UNP Stock Holding History

Adero Partners’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
Q1 		$266K Buy
1,125
+33
+3% +$7.94K 0.02% 194
2024
Q4 		$249K Buy
1,092
+145
+15% +$34.3K 0.02% 199
2024
Q3 		$233K Buy
+947
New +$230K 0.02% 200

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adero Partners's UNP Position: Q1 2025 in Review

Adero Partners increased its Union Pacific (UNP) stake by 3% in Q1 2025, buying an estimated $7.94K and bringing the position to 1,125 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #194.

Adero Partners first reported a position in UNP in Q3 2024 and has held it in 3 quarters since. 2,695 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Adero Partners held 1,125 shares of Union Pacific worth $266K as of Q1 2025.
  • Adero Partners bought 33 Union Pacific shares in Q1 2025, an estimated $7.94K.
  • Union Pacific made up 0.02% of Adero Partners's portfolio in Q1 2025, its #194 holding.
  • Adero Partners first reported a position in Union Pacific in Q3 2024 and has held it in 3 quarters since.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.