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Dopkins Wealth Management’s Union Pacific UNP Stock Holding History

Dopkins 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
Q1 		– Sell
-3,190
Closed -$727K – 88
2024
Q4 		$727K Hold
3,190
– – 0.37% 46
2024
Q3 		$786K Hold
3,190
– – 0.63% 21
2024
Q2 		$722K Sell
3,190
-15
-0.5% -$3.52K 0.44% 32
2024
Q1 		$788K Buy
+3,205
New +$789K 0.47% 29
2023
Q4 		– Sell
-3,205
Closed -$653K – 54
2023
Q3 		$653K Buy
+3,205
New +$698K 0.49% 25

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dopkins Wealth Management's UNP Position: Q1 2025 in Review

Dopkins Wealth Management sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 3,190 shares — an estimated $727K sold.

Dopkins Wealth Management first reported a position in UNP in Q3 2023 and held it in 5 quarters. The position peaked at $788K in Q1 2024. 2,701 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Dopkins Wealth Management reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 3,190 Union Pacific shares in Q1 2025, an estimated $727K.
  • Dopkins Wealth Management first reported a position in Union Pacific in Q3 2023 and held it in 5 quarters.
  • Dopkins Wealth Management's Union Pacific position peaked at $788K in Q1 2024.
  • 2,701 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Dopkins Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.