BTWM
UNP icon

Brass Tax Wealth Management’s Union Pacific UNP Stock Holding History

Brass Tax 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
Q3 		$299K Hold
1,266
– – 0.05% 177
2025
Q2 		$291K Buy
1,266
+340
+37% +$75.5K 0.06% 166
2025
Q1 		$219K Sell
926
-5
-0.5% -$1.2K 0.05% 201
2024
Q4 		$212K Buy
931
+1
+0.1% +$237 0.04% 194
2024
Q3 		$229K Buy
+930
New +$226K 0.05% 181

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brass Tax Wealth Management's UNP Position: Q3 2025 in Review

Brass Tax Wealth Management held its Union Pacific (UNP) position steady in Q3 2025 at 1,266 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #177.

Brass Tax Wealth Management first reported a position in UNP in Q3 2024 and has held it in 5 quarters since. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Brass Tax Wealth Management held 1,266 shares of Union Pacific worth $299K as of Q3 2025.
  • Brass Tax Wealth Management left its Union Pacific share count unchanged in Q3 2025.
  • Union Pacific made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #177 holding.
  • Brass Tax Wealth Management first reported a position in Union Pacific in Q3 2024 and has held it in 5 quarters since.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.