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EPG Wealth Management’s Union Pacific UNP Stock Holding History

EPG 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
Q2 		– Sell
-2,801
Closed -$662K – 416
2025
Q1 		$662K Buy
2,801
+86
+3% +$20.7K 0.18% 139
2024
Q4 		$619K Sell
2,715
-61
-2% -$14.4K 0.16% 143
2024
Q3 		$684K Buy
+2,776
New +$673K 0.17% 137
2024
Q2 		– Sell
-2,752
Closed -$645K – 139
2024
Q1 		$677K Buy
2,752
+236
+9% +$58.1K 0.17% 148
2023
Q4 		$618K Buy
2,516
+111
+5% +$24.4K 0.16% 146
2023
Q3 		$490K Buy
2,405
+244
+11% +$53.1K 0.15% 149
2023
Q2 		$442K Buy
2,161
+204
+10% +$40.6K 0.13% 155
2023
Q1 		$394K Buy
1,957
+683
+54% +$138K 0.12% 160
2022
Q4 		$264K Sell
1,274
-8
-0.6% -$1.64K 0.1% 174
2022
Q3 		$250K Sell
1,282
-298
-19% -$65.9K 0.1% 176
2022
Q2 		$337K Buy
1,580
+441
+39% +$100K 0.14% 147
2022
Q1 		$311K Buy
1,139
+56
+5% +$14.1K 0.11% 168
2021
Q4 		$273K Buy
1,083
+52
+5% +$12.3K 0.1% 184
2021
Q3 		$202K Buy
1,031
+36
+4% +$7.77K 0.08% 217
2021
Q2 		$219K Buy
995
+2
+0.2% +$445 0.09% 196
2021
Q1 		$219K Sell
993
-36
-3% -$7.56K 0.11% 174
2020
Q4 		$214K Buy
+1,029
New +$206K 0.13% 143
2020
Q2 		– Sell
-554
Closed -$78K – 724
2020
Q1 		$78K Buy
554
+212
+62% +$35K 0.06% 213
2019
Q4 		$62K Buy
+342
New +$58.5K 0.05% 207

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

EPG Wealth Management's UNP Position: Q2 2025 in Review

EPG Wealth Management sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 2,801 shares — an estimated $662K sold.

EPG Wealth Management first reported a position in UNP in Q4 2019 and held it in 19 quarters. The position peaked at $684K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • EPG Wealth Management reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 2,801 Union Pacific shares in Q2 2025, an estimated $662K.
  • EPG Wealth Management first reported a position in Union Pacific in Q4 2019 and held it in 19 quarters.
  • EPG Wealth Management's Union Pacific position peaked at $684K in Q3 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.