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Apexium Financial’s Union Pacific UNP Stock Holding History

Apexium Financial’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 		$212K Sell
897
-238
-21% -$53.6K 0.01% 278
2025
Q2 		$261K Buy
1,135
+18
+2% +$4K 0.01% 240
2025
Q1 		$264K Buy
+1,117
New +$269K 0.02% 238
2024
Q1 		– Sell
-883
Closed -$217K – 276
2023
Q4 		$217K Buy
+883
New +$194K 0.02% 251
2022
Q4 		– Sell
-1,247
Closed -$243K – 208
2022
Q3 		$243K Buy
+1,247
New +$276K 0.03% 176

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

Apexium Financial's UNP Position: Q3 2025 in Review

Apexium Financial reduced its Union Pacific (UNP) stake by 21% in Q3 2025, selling an estimated $53.6K and leaving 897 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #278.

Apexium Financial first reported a position in UNP in Q3 2022 and has held it in 5 quarters since. The position peaked at $264K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Apexium Financial held 897 shares of Union Pacific worth $212K as of Q3 2025.
  • Apexium Financial sold 238 Union Pacific shares in Q3 2025, an estimated $53.6K.
  • Union Pacific made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #278 holding.
  • Apexium Financial first reported a position in Union Pacific in Q3 2022 and has held it in 5 quarters since.
  • Apexium Financial's Union Pacific position peaked at $264K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.