BWM Planning’s Union Pacific UNP Stock Holding History

BWM Planning’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	-847	Closed	-$200K	–	83
2025 Q1	$200K	Buy	+847	New	+$204K	0.08%	76
2024 Q4	–	Sell	-839	Closed	-$207K	–	78
2024 Q3	$207K	Buy	+839	New	+$203K	0.09%	74

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

BWM Planning's UNP Position: Q2 2025 in Review

BWM Planning sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 847 shares — an estimated $200K sold.

BWM Planning first reported a position in UNP in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

BWM Planning reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
BWM Planning sold 847 Union Pacific shares in Q2 2025, an estimated $200K.
BWM Planning first reported a position in Union Pacific in Q3 2024 and held it in 2 quarters.
BWM Planning's Union Pacific position peaked at $207K in Q3 2024.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on BWM Planning's 13F filing for Q2 2025, filed 12 Aug 2025.