BWM
UNP icon

Bernard Wealth Management’s Union Pacific UNP Stock Holding History

Bernard Wealth Management’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
-46
Closed -$10.9K – 393
2025
Q1 		$10.9K Hold
46
– – 0.01% 219
2024
Q4 		$10.5K Buy
+46
New +$10.9K ﹤0.01% 213

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

Bernard Wealth Management's UNP Position: Q2 2025 in Review

Bernard Wealth Management sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 46 shares — an estimated $10.9K sold.

Bernard Wealth Management first reported a position in UNP in Q4 2024 and held it in 2 quarters. The position peaked at $10.9K in Q1 2025. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Bernard Wealth Management reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 46 Union Pacific shares in Q2 2025, an estimated $10.9K.
  • Bernard Wealth Management first reported a position in Union Pacific in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's Union Pacific position peaked at $10.9K in Q1 2025.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.