Essential Planning’s Union Pacific UNP Stock Holding History

Essential Planning’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	-18,242	Closed	-$4.32M	–	279
2024 Q4	$4.32M	Buy	+18,242	New	+$4.32M	0.03%	131

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Essential Planning's UNP Position: Q1 2025 in Review

Essential Planning sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 18,242 shares — an estimated $4.32M sold.

Essential Planning first reported a position in UNP in Q4 2024 and held it in 1 quarter. The position peaked at $4.32M in Q4 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Essential Planning reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 18,242 Union Pacific shares in Q1 2025, an estimated $4.32M.
Essential Planning first reported a position in Union Pacific in Q4 2024 and held it in 1 quarter.
Essential Planning's Union Pacific position peaked at $4.32M in Q4 2024.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.