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Ellevest Inc’s Union Pacific UNP Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-1,873
Closed -$443K – 460
2025
Q3 		$443K Buy
+1,873
New +$422K 0.06% 245
2023
Q2 		– Sell
-425
Closed -$85.5K – 1556
2023
Q1 		$85.5K Buy
425
+118
+38% +$23.9K 0.01% 485
2022
Q4 		$63.5K Buy
307
+77
+33% +$15.8K 0.01% 549
2022
Q3 		$45K Sell
230
-345
-60% -$76.3K ﹤0.01% 617
2022
Q2 		$123K Buy
575
+231
+67% +$52.6K 0.01% 373
2022
Q1 		$94K Sell
344
-64
-16% -$16.2K 0.01% 416
2021
Q4 		$103K Buy
408
+20
+5% +$4.74K 0.01% 385
2021
Q3 		$76K Buy
388
+54
+16% +$11.7K 0.01% 409
2021
Q2 		$73K Buy
334
+42
+14% +$9.35K 0.01% 415
2021
Q1 		$64K Buy
292
+77
+36% +$16.2K 0.01% 418
2020
Q4 		$45K Buy
215
+191
+796% +$38.1K 0.01% 487
2020
Q3 		$5K Buy
24
+14
+140% +$2.6K ﹤0.01% 778
2020
Q2 		$2K Sell
10
-1,172
-99% -$188K ﹤0.01% 918
2020
Q1 		$167K Sell
1,182
-86
-7% -$14.2K 0.05% 103
2019
Q4 		$229K Buy
1,268
+133
+12% +$22.8K 0.06% 69
2019
Q3 		$184K Sell
1,135
-1,497
-57% -$252K 0.06% 56
2019
Q2 		$445K Buy
+2,632
New +$451K 0.18% 31
2019
Q1 		– Sell
-10
Closed -$1K – 357
2018
Q4 		$1K Buy
+10
New +$1.48K ﹤0.01% 491

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ellevest Inc's UNP Position: Q4 2025 in Review

Ellevest Inc sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 1,873 shares — an estimated $443K sold.

Ellevest Inc first reported a position in UNP in Q4 2018 and held it in 18 quarters. The position peaked at $445K in Q2 2019. 2,743 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Ellevest Inc reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Ellevest Inc sold 1,873 Union Pacific shares in Q4 2025, an estimated $443K.
  • Ellevest Inc first reported a position in Union Pacific in Q4 2018 and held it in 18 quarters.
  • Ellevest Inc's Union Pacific position peaked at $445K in Q2 2019.
  • 2,743 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Ellevest Inc's 13F filing for Q4 2025, filed 10 Feb 2026.