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Brookwood Investment Group’s Union Pacific UNP Stock Holding History

Brookwood Investment Group’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 		– Sell
-1,773
Closed -$408K – 547
2025
Q2 		$408K Buy
1,773
+156
+10% +$34.6K 0.07% 276
2025
Q1 		$382K Buy
+1,617
New +$389K 0.07% 264

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

Brookwood Investment Group's UNP Position: Q3 2025 in Review

Brookwood Investment Group sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 1,773 shares — an estimated $408K sold.

Brookwood Investment Group first reported a position in UNP in Q1 2025 and held it in 2 quarters. The position peaked at $408K in Q2 2025. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Brookwood Investment Group reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 1,773 Union Pacific shares in Q3 2025, an estimated $408K.
  • Brookwood Investment Group first reported a position in Union Pacific in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Union Pacific position peaked at $408K in Q2 2025.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.