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Atria Wealth Solutions’s Union Pacific UNP Stock Holding History

Atria Wealth Solutions’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 		$3.44M Sell
14,821
-17,246
-54% -$3.83M 0.08% 281
2025
Q1 		$7.58M Sell
32,067
-3,080
-9% -$741K 0.09% 232
2024
Q4 		$8.02M Buy
35,147
+77
+0.2% +$18.2K 0.09% 235
2024
Q3 		$8.64M Buy
35,070
+948
+3% +$230K 0.09% 219
2024
Q2 		$7.72M Sell
34,122
-4,209
-11% -$986K 0.09% 236
2024
Q1 		$9.46M Buy
38,331
+1,365
+4% +$336K 0.11% 202
2023
Q4 		$9.08M Buy
36,966
+429
+1% +$94.3K 0.11% 182
2023
Q3 		$7.44M Buy
36,537
+3,379
+10% +$736K 0.1% 202
2023
Q2 		$6.78M Buy
33,158
+857
+3% +$170K 0.09% 217
2023
Q1 		$6.5M Sell
32,301
-2,671
-8% -$541K 0.1% 208
2022
Q4 		$7.25M Sell
34,972
-1,727
-5% -$354K 0.12% 190
2022
Q3 		$7.15M Buy
36,699
+21,275
+138% +$4.71M 0.12% 175
2022
Q2 		$3.29M Sell
15,424
-14,456
-48% -$3.29M 0.06% 322
2022
Q1 		$8.16M Buy
+29,880
New +$7.54M 0.14% 160

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's UNP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Union Pacific (UNP) stake by 54% in Q2 2025, selling an estimated $3.83M and leaving 14,821 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #281.

Atria Wealth Solutions first reported a position in UNP in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.46M in Q1 2024. 2,668 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Atria Wealth Solutions held 14,821 shares of Union Pacific worth $3.44M as of Q2 2025.
  • Atria Wealth Solutions sold 17,246 Union Pacific shares in Q2 2025, an estimated $3.83M.
  • Union Pacific made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #281 holding.
  • Atria Wealth Solutions first reported a position in Union Pacific in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Union Pacific position peaked at $9.46M in Q1 2024.
  • 2,668 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.