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Carolinas Wealth Consulting’s Union Pacific UNP Stock Holding History

Carolinas Wealth Consulting’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
-679
Closed -$160K – 884
2025
Q1 		$160K Buy
679
+2
+0.3% +$481 0.03% 196
2024
Q4 		$154K Sell
677
-15
-2% -$3.55K 0.03% 205
2024
Q3 		$170K Buy
692
+13
+2% +$3.15K 0.03% 196
2024
Q2 		$153K Buy
679
+1
+0.1% +$234 0.03% 206
2024
Q1 		$168K Sell
678
-179
-21% -$44K 0.03% 193
2023
Q4 		$211K Buy
857
+185
+28% +$40.7K 0.05% 153
2023
Q3 		$139K Sell
672
-59
-8% -$12.8K 0.03% 184
2023
Q2 		$150K Sell
731
-337
-32% -$67K 0.03% 206
2023
Q1 		$215K Sell
1,068
-254
-19% -$51.5K 0.05% 166
2022
Q4 		$274K Buy
1,322
+88
+7% +$18.1K 0.06% 139
2022
Q3 		$240K Sell
1,234
-23
-2% -$5.09K 0.06% 135
2022
Q2 		$268K Buy
1,257
+244
+24% +$55.5K 0.07% 127
2022
Q1 		$277K Buy
1,013
+31
+3% +$7.83K 0.06% 135
2021
Q4 		$247K Buy
982
+328
+50% +$77.7K 0.05% 152
2021
Q3 		$128K Sell
654
-86
-12% -$18.6K 0.03% 214
2021
Q2 		$163K Buy
740
+89
+14% +$19.8K 0.04% 194
2021
Q1 		$143K Buy
651
+75
+13% +$15.7K 0.03% 214
2020
Q4 		$120K Buy
576
+503
+689% +$100K 0.03% 209
2020
Q3 		$14K Buy
73
+23
+46% +$4.27K ﹤0.01% 433
2020
Q2 		$8K Buy
+50
New +$8.01K ﹤0.01% 364

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's UNP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 679 shares — an estimated $160K sold.

Carolinas Wealth Consulting first reported a position in UNP in Q2 2020 and held it in 20 quarters. The position peaked at $277K in Q1 2022. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 679 Union Pacific shares in Q2 2025, an estimated $160K.
  • Carolinas Wealth Consulting first reported a position in Union Pacific in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Union Pacific position peaked at $277K in Q1 2022.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.