Bluesphere Advisors’s Union Pacific UNP Stock Holding History

Bluesphere 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 Q1	–	Sell	-1,323	Closed	-$302K	–	109
2024 Q4	$302K	Sell	1,323 -75	-5%	-$17.8K	0.15%	80
2024 Q3	$345K	Hold	1,398	–	–	0.17%	76
2024 Q2	$316K	Hold	1,398	–	–	0.16%	74
2024 Q1	$344K	Hold	1,398	–	–	0.19%	70
2023 Q4	$343K	Hold	1,398	–	–	0.21%	62
2023 Q3	$285K	Hold	1,398	–	–	0.2%	66
2023 Q2	$286K	Hold	1,398	–	–	0.2%	64
2023 Q1	$281K	Hold	1,398	–	–	0.23%	64
2022 Q4	$289K	Hold	1,398	–	–	0.26%	63
2022 Q3	$272K	Hold	1,398	–	–	0.27%	58
2022 Q2	$298K	Hold	1,398	–	–	0.29%	58
2022 Q1	$382K	Hold	1,398	–	–	0.32%	54
2021 Q4	$352K	Hold	1,398	–	–	0.29%	59
2021 Q3	$274K	Sell	1,398 -160	-10%	-$34.6K	0.26%	63
2021 Q2	$343K	Hold	1,558	–	–	0.3%	57
2021 Q1	$343K	Hold	1,558	–	–	0.31%	58
2020 Q4	$324K	Buy	+1,558	New	+$311K	0.35%	55

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bluesphere Advisors's UNP Position: Q1 2025 in Review

Bluesphere Advisors sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 1,323 shares — an estimated $302K sold.

Bluesphere Advisors first reported a position in UNP in Q4 2020 and held it in 17 quarters. The position peaked at $382K in Q1 2022. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Bluesphere Advisors reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Bluesphere Advisors sold 1,323 Union Pacific shares in Q1 2025, an estimated $302K.
Bluesphere Advisors first reported a position in Union Pacific in Q4 2020 and held it in 17 quarters.
Bluesphere Advisors's Union Pacific position peaked at $382K in Q1 2022.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Bluesphere Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.