Dechtman Wealth Management’s Union Pacific UNP Stock Holding History

Dechtman 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
2024 Q4	$1.22M	Buy	5,329 +16	+0.3%	+$3.79K	0.23%	20
2024 Q3	$1.31M	Buy	5,313 +18	+0.3%	+$4.37K	0.27%	20
2024 Q2	$1.2M	Buy	5,295 +36	+0.7%	+$8.44K	0.27%	20
2024 Q1	$1.29M	Hold	5,259	–	–	0.3%	21
2023 Q4	$1.29M	Buy	5,259 +38	+0.7%	+$8.36K	0.34%	16
2023 Q3	$1.06M	Buy	5,221 +21	+0.4%	+$4.57K	0.31%	15
2023 Q2	$1.06M	Buy	+5,200	New	+$1.03M	0.32%	13

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Dechtman Wealth Management's UNP Position: Q4 2024 in Review

Dechtman Wealth Management increased its Union Pacific (UNP) stake by 0.3% in Q4 2024, buying an estimated $3.79K and bringing the position to 5,329 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #20.

Dechtman Wealth Management first reported a position in UNP in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2024. 2,700 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Dechtman Wealth Management held 5,329 shares of Union Pacific worth $1.22M as of Q4 2024.
Dechtman Wealth Management bought 16 Union Pacific shares in Q4 2024, an estimated $3.79K.
Union Pacific made up 0.23% of Dechtman Wealth Management's portfolio in Q4 2024, its #20 holding.
Dechtman Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's Union Pacific position peaked at $1.31M in Q3 2024.
2,700 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.