Bordeaux Wealth Advisors’s Union Pacific UNP Stock Holding History

Bordeaux 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	-917	Closed	-$217K	–	174
2025 Q1	$217K	Sell	917 -220	-19%	-$53K	0.04%	146
2024 Q4	$259K	Buy	+1,137	New	+$269K	0.04%	131
2023 Q3	–	Sell	-1,110	Closed	-$227K	–	103
2023 Q2	$227K	Buy	+1,110	New	+$221K	0.09%	94
2022 Q4	–	Sell	-1,706	Closed	-$332K	–	89
2022 Q3	$332K	Buy	1,706 +146	+9%	+$32.3K	0.21%	66
2022 Q2	$333K	Buy	1,560 +745	+91%	+$170K	0.23%	65
2022 Q1	$222K	Buy	+815	New	+$206K	0.12%	84

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's UNP Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 917 shares — an estimated $217K sold.

Bordeaux Wealth Advisors first reported a position in UNP in Q1 2022 and held it in 6 quarters. The position peaked at $333K in Q2 2022. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Bordeaux Wealth Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 917 Union Pacific shares in Q2 2025, an estimated $217K.
Bordeaux Wealth Advisors first reported a position in Union Pacific in Q1 2022 and held it in 6 quarters.
Bordeaux Wealth Advisors's Union Pacific position peaked at $333K in Q2 2022.
2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.