Drive Wealth Management’s Union Pacific UNP Stock Holding History

Drive 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
2026 Q1	$1.3M	Sell	5,361 -725	-12%	-$178K	0.27%	69
2025 Q4	$1.41M	Sell	6,086 -337	-5%	-$76.9K	0.27%	72
2025 Q3	$1.52M	Sell	6,423 -255	-4%	-$57.5K	0.32%	68
2025 Q2	$1.54M	Sell	6,678 -548	-8%	-$122K	0.34%	71
2025 Q1	$1.71M	Buy	7,226 +5,306	+276%	+$1.28M	0.4%	57
2024 Q4	$438K	Sell	1,920 -829	-30%	-$196K	0.11%	152
2024 Q3	$678K	Buy	2,749 +77	+3%	+$18.7K	0.18%	103
2024 Q2	$605K	Sell	2,672 -8	-0.3%	-$1.88K	0.16%	109
2024 Q1	$659K	Buy	2,680 +51	+2%	+$12.6K	0.18%	102
2023 Q4	$646K	Sell	2,629 -179	-6%	-$39.4K	0.21%	96
2023 Q3	$572K	Buy	2,808 +450	+19%	+$98K	0.21%	97
2023 Q2	$482K	Sell	2,358 -146	-6%	-$29K	0.18%	117
2023 Q1	$504K	Buy	2,504 +101	+4%	+$20.5K	0.21%	116
2022 Q4	$498K	Buy	2,403 +377	+19%	+$77.3K	0.25%	96
2022 Q3	$395K	Buy	2,026 +262	+15%	+$58K	0.38%	78
2022 Q2	$376K	Buy	1,764 +20	+1%	+$4.55K	0.34%	86
2022 Q1	$476K	Buy	1,744 +34	+2%	+$8.59K	0.4%	69
2021 Q4	$431K	Buy	+1,710	New	+$405K	0.38%	76

Other funds holding UNP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM