Carr Financial Group’s Union Pacific UNP Stock Holding History

Carr Financial 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 Q2	–	Sell	-888	Closed	-$210K	–	196
2025 Q1	$210K	Buy	+888	New	+$214K	0.07%	170

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

Carr Financial Group's UNP Position: Q2 2025 in Review

Carr Financial Group sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 888 shares — an estimated $210K sold.

Carr Financial Group first reported a position in UNP in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Carr Financial Group reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Carr Financial Group sold 888 Union Pacific shares in Q2 2025, an estimated $210K.
Carr Financial Group first reported a position in Union Pacific in Q1 2025 and held it in 1 quarter.
Carr Financial Group's Union Pacific position peaked at $210K in Q1 2025.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Carr Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.