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Campbell Wealth Management’s Union Pacific UNP Stock Holding History

Campbell 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
2024
Q4 		$320K Buy
+1,402
New +$332K 0.03% 64
2024
Q2 		– Sell
-1,366
Closed -$336K – 94
2024
Q1 		$336K Buy
+1,366
New +$336K 0.03% 60
2023
Q4 		– Sell
-1,426
Closed -$290K – 76
2023
Q3 		$290K Buy
1,426
+60
+4% +$13.1K 0.04% 53
2023
Q2 		$280K Hold
1,366
– – 0.04% 54
2023
Q1 		$275K Sell
1,366
-23
-2% -$4.66K 0.03% 53
2022
Q4 		$288K Buy
1,389
+2
+0.1% +$410 0.04% 56
2022
Q3 		$270K Buy
+1,387
New +$307K 0.04% 56
2022
Q2 		– Sell
-1,387
Closed -$379K – 75
2022
Q1 		$379K Hold
1,387
– – 0.05% 40
2021
Q4 		$349K Sell
1,387
-7
-0.5% -$1.66K 0.04% 48
2021
Q3 		$273K Buy
1,394
+21
+2% +$4.54K 0.04% 51
2021
Q2 		$302K Hold
1,373
– – 0.04% 44
2021
Q1 		$303K Sell
1,373
-21
-2% -$4.41K 0.04% 42
2020
Q4 		$290K Sell
1,394
-5
-0.4% -$999 0.04% 40
2020
Q3 		$275K Buy
1,399
+5
+0.4% +$929 0.05% 40
2020
Q2 		$236K Sell
1,394
-25
-2% -$4.01K 0.04% 42
2020
Q1 		$200K Hold
1,419
– – 0.04% 48
2019
Q4 		$257K Hold
1,419
– – 0.05% 57
2019
Q3 		$230K Sell
1,419
-44
-3% -$7.4K 0.05% 58
2019
Q2 		$247K Sell
1,463
-6
-0.4% -$1.03K 0.06% 54
2019
Q1 		$246K Buy
1,469
+6
+0.4% +$966 0.07% 48
2018
Q4 		$202K Buy
+1,463
New +$217K 0.06% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Campbell Wealth Management's UNP Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Union Pacific (UNP) in Q4 2024: 1,402 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #64 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in UNP as recently as Q1 2024.

Campbell Wealth Management first reported a position in UNP in Q4 2018 and has held it in 21 quarters since. The position peaked at $379K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Campbell Wealth Management held 1,402 shares of Union Pacific worth $320K as of Q4 2024.
  • Union Pacific was a new Campbell Wealth Management position in Q4 2024.
  • Union Pacific made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #64 holding.
  • Campbell Wealth Management first reported a position in Union Pacific in Q4 2018 and has held it in 21 quarters since.
  • Campbell Wealth Management's Union Pacific position peaked at $379K in Q1 2022.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.