Congress Wealth Management’s Union Pacific UNP Stock Holding History

Congress 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
2025 Q2	$6.38M	Buy	27,749 +508	+2%	+$113K	0.06%	339
2025 Q1	$6.43M	Buy	27,241 +19,770	+265%	+$4.76M	0.08%	284
2024 Q4	$1.7M	Buy	7,471 +403	+6%	+$95.4K	0.02%	435
2024 Q3	$1.74M	Buy	7,068 +1,923	+37%	+$466K	0.02%	445
2024 Q2	$1.16M	Sell	5,145 -323	-6%	-$75.7K	0.02%	408
2024 Q1	$1.35M	Sell	5,468 -37	-0.7%	-$9.11K	0.02%	354
2023 Q4	$1.35M	Buy	5,505 +166	+3%	+$36.5K	0.02%	356
2023 Q3	$1.09M	Buy	5,339 +43	+0.8%	+$9.37K	0.02%	365
2023 Q2	$1.08M	Sell	5,296 -1,855	-26%	-$369K	0.03%	330
2023 Q1	$1.44M	Sell	7,151 -301	-4%	-$61K	0.03%	305
2022 Q4	$1.54M	Buy	7,452 +386	+5%	+$79.2K	0.04%	291
2022 Q3	$1.38M	Sell	7,066 -322	-4%	-$71.3K	0.04%	300
2022 Q2	$1.58M	Buy	7,388 +171	+2%	+$38.9K	0.04%	298
2022 Q1	$1.97M	Buy	7,217 +1,583	+28%	+$400K	0.04%	293
2021 Q4	$1.42M	Buy	+5,634	New	+$1.33M	0.03%	336

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's UNP Position: Q2 2025 in Review

Congress Wealth Management increased its Union Pacific (UNP) stake by 1.9% in Q2 2025, buying an estimated $113K and bringing the position to 27,749 shares worth $6.38M. The position accounts for 0.06% of the portfolio, ranked #339.

Congress Wealth Management first reported a position in UNP in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.43M in Q1 2025. 2,668 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Congress Wealth Management held 27,749 shares of Union Pacific worth $6.38M as of Q2 2025.
Congress Wealth Management bought 508 Union Pacific shares in Q2 2025, an estimated $113K.
Union Pacific made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #339 holding.
Congress Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Union Pacific position peaked at $6.43M in Q1 2025.
2,668 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.