CPC
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Consolidated Planning Corp’s Union Pacific UNP Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-25,813
Closed -$5.89M – 218
2024
Q4 		$5.89M Buy
25,813
+867
+3% +$205K 0.8% 40
2024
Q3 		$6.15M Buy
24,946
+750
+3% +$182K 0.91% 36
2024
Q2 		$5.47M Buy
24,196
+3,929
+19% +$921K 0.9% 34
2024
Q1 		$4.98M Buy
20,267
+168
+0.8% +$41.3K 0.85% 38
2023
Q4 		$4.94M Buy
20,099
+867
+5% +$191K 0.92% 31
2023
Q3 		$3.92M Buy
19,232
+661
+4% +$144K 0.87% 38
2023
Q2 		$3.8M Buy
18,571
+387
+2% +$76.9K 0.8% 43
2023
Q1 		$3.66M Sell
18,184
-1,945
-10% -$394K 0.95% 36
2022
Q4 		$4.17M Buy
20,129
+1,198
+6% +$246K 1.15% 25
2022
Q3 		$3.69M Buy
18,931
+611
+3% +$135K 1.15% 26
2022
Q2 		$3.91M Buy
+18,320
New +$4.17M 1.22% 24
2021
Q4 		– Sell
-682
Closed -$134K – 418
2021
Q3 		$134K Buy
+682
New +$147K 0.09% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Consolidated Planning Corp's UNP Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 25,813 shares — an estimated $5.89M sold.

Consolidated Planning Corp first reported a position in UNP in Q3 2021 and held it in 12 quarters. The position peaked at $6.15M in Q3 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 25,813 Union Pacific shares in Q1 2025, an estimated $5.89M.
  • Consolidated Planning Corp first reported a position in Union Pacific in Q3 2021 and held it in 12 quarters.
  • Consolidated Planning Corp's Union Pacific position peaked at $6.15M in Q3 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.