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Arbor Trust Wealth Advisors’s Union Pacific UNP Stock Holding History

Arbor Trust Wealth 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
-1,523
Closed -$360K – 96
2025
Q1 		$360K Sell
1,523
-5
-0.3% -$1.2K 0.17% 70
2024
Q4 		$348K Sell
1,528
-90
-6% -$21.3K 0.16% 76
2024
Q3 		$366K Hold
1,618
– – 0.19% 73
2024
Q2 		$366K Buy
1,618
+5
+0.3% +$1.17K 0.19% 73
2024
Q1 		$382K Sell
1,613
-55
-3% -$13.5K 0.21% 73
2023
Q4 		$410K Hold
1,668
– – 0.24% 68
2023
Q3 		$340K Sell
1,668
-50
-3% -$10.9K 0.22% 67
2023
Q2 		$352K Sell
1,718
-1,040
-38% -$207K 0.22% 71
2023
Q1 		$555K Buy
2,758
+1,030
+60% +$209K 0.36% 55
2022
Q4 		$358K Hold
1,728
– – 0.25% 70
2022
Q3 		$337K Hold
1,728
– – 0.26% 70
2022
Q2 		$369K Hold
1,728
– – 0.26% 74
2022
Q1 		$472K Sell
1,728
-25
-1% -$6.31K 0.28% 69
2021
Q4 		$442K Sell
1,753
-21
-1% -$4.97K 0.25% 70
2021
Q3 		$348K Buy
1,774
+21
+1% +$4.54K 0.22% 75
2021
Q2 		$386K Hold
1,753
– – 0.24% 73
2021
Q1 		$387K Sell
1,753
-50
-3% -$10.5K 0.26% 68
2020
Q4 		$375K Hold
1,803
– – 0.27% 65
2020
Q3 		$355K Hold
1,803
– – 0.31% 62
2020
Q2 		$305K Sell
1,803
-204
-10% -$32.7K 0.28% 68
2020
Q1 		$283K Sell
2,007
-68
-3% -$11.2K 0.3% 65
2019
Q4 		$375K Buy
+2,075
New +$355K 0.32% 65

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arbor Trust Wealth Advisors's UNP Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 1,523 shares — an estimated $360K sold.

Arbor Trust Wealth Advisors first reported a position in UNP in Q4 2019 and held it in 22 quarters. The position peaked at $555K in Q1 2023. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Arbor Trust Wealth Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 1,523 Union Pacific shares in Q2 2025, an estimated $360K.
  • Arbor Trust Wealth Advisors first reported a position in Union Pacific in Q4 2019 and held it in 22 quarters.
  • Arbor Trust Wealth Advisors's Union Pacific position peaked at $555K in Q1 2023.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.