BWM
UNP icon

Birchcreek Wealth Management’s Union Pacific UNP Stock Holding History

Birchcreek 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
-1,209
Closed -$286K – 121
2025
Q1 		$286K Sell
1,209
-267
-18% -$64.3K 0.18% 90
2024
Q4 		$337K Sell
1,476
-196
-12% -$46.4K 0.21% 92
2024
Q3 		$412K Buy
1,672
+66
+4% +$16K 0.27% 75
2024
Q2 		$363K Sell
1,606
-503
-24% -$118K 0.2% 97
2024
Q1 		$519K Buy
2,109
+180
+9% +$44.3K 0.27% 79
2023
Q4 		$474K Sell
1,929
-20
-1% -$4.4K 0.28% 79
2023
Q3 		$397K Buy
1,949
+38
+2% +$8.28K 0.27% 85
2023
Q2 		$391K Buy
1,911
+126
+7% +$25K 0.27% 88
2023
Q1 		$359K Buy
1,785
+319
+22% +$64.7K 0.28% 88
2022
Q4 		$304K Sell
1,466
-158
-10% -$32.4K 0.27% 94
2022
Q3 		$316K Hold
1,624
– – 0.29% 80
2022
Q2 		$346K Buy
1,624
+190
+13% +$43.2K 0.31% 71
2022
Q1 		$392K Hold
1,434
– – 0.35% 65
2021
Q4 		$361K Buy
1,434
+100
+7% +$23.7K 0.31% 73
2021
Q3 		$261K Hold
1,334
– – 0.24% 91
2021
Q2 		$293K Hold
1,334
– – 0.28% 82
2021
Q1 		$294K Hold
1,334
– – 0.31% 76
2020
Q4 		$277K Buy
+1,334
New +$266K 0.27% 77

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

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

Birchcreek Wealth Management sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 1,209 shares — an estimated $286K sold.

Birchcreek Wealth Management first reported a position in UNP in Q4 2020 and held it in 18 quarters. The position peaked at $519K in Q1 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Birchcreek Wealth Management reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,209 Union Pacific shares in Q2 2025, an estimated $286K.
  • Birchcreek Wealth Management first reported a position in Union Pacific in Q4 2020 and held it in 18 quarters.
  • Birchcreek Wealth Management's Union Pacific position peaked at $519K in Q1 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Birchcreek Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.