Aft Forsyth & Sober’s Union Pacific UNP Stock Holding History

Aft Forsyth & Sober’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	-2,500	Closed	-$575K	–	63
2025 Q2	$575K	Hold	2,500	–	–	0.19%	59
2025 Q1	$591K	Sell	2,500 -3,250	-57%	-$782K	0.21%	66
2024 Q4	$1.31M	Hold	5,750	–	–	0.43%	59
2024 Q3	$1.42M	Hold	5,750	–	–	0.47%	62
2024 Q2	$1.3M	Hold	5,750	–	–	0.45%	63
2024 Q1	$1.41M	Hold	5,750	–	–	0.5%	60
2023 Q4	$1.41M	Hold	5,750	–	–	0.54%	58
2023 Q3	$1.17M	Hold	5,750	–	–	0.49%	58
2023 Q2	$1.18M	Hold	5,750	–	–	0.49%	63
2023 Q1	$1.16M	Hold	5,750	–	–	0.59%	58
2022 Q4	$1.19M	Hold	5,750	–	–	0.54%	58
2022 Q3	$1.12M	Hold	5,750	–	–	0.54%	55
2022 Q2	$1.23M	Hold	5,750	–	–	0.57%	53
2022 Q1	$1.57M	Hold	5,750	–	–	0.62%	41
2021 Q4	$1.45M	Hold	5,750	–	–	0.51%	55
2021 Q3	$1.13M	Buy	5,750 +100	+2%	+$21.6K	0.42%	67
2021 Q2	$1.24M	Hold	5,650	–	–	0.47%	47
2021 Q1	$1.25M	Buy	5,650 +3,250	+135%	+$682K	0.51%	41
2020 Q4	$500K	Buy	+2,400	New	+$479K	0.39%	50

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aft Forsyth & Sober's UNP Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 2,500 shares — an estimated $575K sold.

Aft Forsyth & Sober first reported a position in UNP in Q4 2020 and held it in 19 quarters. The position peaked at $1.57M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Aft Forsyth & Sober reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 2,500 Union Pacific shares in Q3 2025, an estimated $575K.
Aft Forsyth & Sober first reported a position in Union Pacific in Q4 2020 and held it in 19 quarters.
Aft Forsyth & Sober's Union Pacific position peaked at $1.57M in Q1 2022.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.