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Crescent Grove Advisors’s Union Pacific UNP Stock Holding History

Crescent Grove Advisors’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
-3,370
Closed -$796K – 297
2025
Q1 		$796K Buy
3,370
+943
+39% +$227K 0.08% 124
2024
Q4 		$553K Buy
+2,427
New +$575K 0.05% 152
2021
Q2 		– Sell
-930
Closed -$205K – 269
2021
Q1 		$205K Buy
+930
New +$195K 0.02% 199

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

Crescent Grove Advisors's UNP Position: Q2 2025 in Review

Crescent Grove Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 3,370 shares — an estimated $796K sold.

Crescent Grove Advisors first reported a position in UNP in Q1 2021 and held it in 3 quarters. The position peaked at $796K in Q1 2025. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Crescent Grove Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 3,370 Union Pacific shares in Q2 2025, an estimated $796K.
  • Crescent Grove Advisors first reported a position in Union Pacific in Q1 2021 and held it in 3 quarters.
  • Crescent Grove Advisors's Union Pacific position peaked at $796K in Q1 2025.
  • 2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.