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Copperwynd Financial’s Union Pacific UNP Stock Holding History

Copperwynd Financial’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 		$844K Buy
3,668
+68
+2% +$15.1K 0.21% 90
2025
Q1 		$850K Buy
3,600
+473
+15% +$114K 0.23% 86
2024
Q4 		$713K Sell
3,127
-352
-10% -$83.3K 0.2% 86
2024
Q3 		$857K Buy
3,479
+91
+3% +$22.1K 0.26% 76
2024
Q2 		$836K Buy
3,388
+275
+9% +$64.5K 0.27% 64
2024
Q1 		$766K Sell
3,113
-13
-0.4% -$3.2K 0.28% 65
2023
Q4 		$768K Buy
3,126
+55
+2% +$12.1K 0.31% 53
2023
Q3 		$625K Sell
3,071
-97
-3% -$21.1K 0.29% 64
2023
Q2 		$648K Buy
3,168
+96
+3% +$19.1K 0.3% 77
2023
Q1 		$618K Buy
3,072
+65
+2% +$13.2K 0.32% 72
2022
Q4 		$623K Sell
3,007
-4
-0.1% -$820 0.35% 67
2022
Q3 		$587K Sell
3,011
-115
-4% -$25.4K 0.34% 60
2022
Q2 		$667K Sell
3,126
-15
-0.5% -$3.41K 0.39% 53
2022
Q1 		$858K Buy
3,141
+86
+3% +$21.7K 0.36% 46
2021
Q4 		$770K Buy
3,055
+100
+3% +$23.7K 0.29% 61
2021
Q3 		$579K Buy
2,955
+52
+2% +$11.2K 0.24% 84
2021
Q2 		$638K Buy
2,903
+52
+2% +$11.6K 0.27% 57
2021
Q1 		$628K Sell
2,851
-96
-3% -$20.2K 0.28% 55
2020
Q4 		$614K Sell
2,947
-128
-4% -$25.6K 0.3% 50
2020
Q3 		$605K Sell
3,075
-107
-3% -$19.9K 0.32% 44
2020
Q2 		$538K Sell
3,182
-271
-8% -$43.4K 0.31% 44
2020
Q1 		$487K Sell
3,453
-147
-4% -$24.3K 0.23% 38
2019
Q4 		$651K Buy
3,600
+109
+3% +$18.7K 0.34% 52
2019
Q3 		$618K Buy
3,491
+348
+11% +$58.5K 0.35% 49
2019
Q2 		$532K Buy
3,143
+20
+0.6% +$3.43K 0.31% 50
2019
Q1 		$522K Buy
3,123
+96
+3% +$15.4K 0.31% 46
2018
Q4 		$418K Buy
3,027
+2
+0.1% +$296 0.26% 41
2018
Q3 		$493K Buy
3,025
+84
+3% +$12.6K 0.3% 47
2018
Q2 		$417K Buy
2,941
+16
+0.5% +$2.23K 0.29% 53
2018
Q1 		$393K Buy
2,925
+206
+8% +$27.7K 0.27% 60
2017
Q4 		$365K Buy
+2,719
New +$328K 0.27% 65

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

Copperwynd Financial's UNP Position: Q2 2025 in Review

Copperwynd Financial increased its Union Pacific (UNP) stake by 1.9% in Q2 2025, buying an estimated $15.1K and bringing the position to 3,668 shares worth $844K. The position accounts for 0.21% of the portfolio, ranked #90.

Copperwynd Financial first reported a position in UNP in Q4 2017 and has held it in 31 quarters since. The position peaked at $858K in Q1 2022. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Copperwynd Financial held 3,668 shares of Union Pacific worth $844K as of Q2 2025.
  • Copperwynd Financial bought 68 Union Pacific shares in Q2 2025, an estimated $15.1K.
  • Union Pacific made up 0.21% of Copperwynd Financial's portfolio in Q2 2025, its #90 holding.
  • Copperwynd Financial first reported a position in Union Pacific in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Union Pacific position peaked at $858K in Q1 2022.
  • 2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.