Executive Wealth Management’s Union Pacific UNP Stock Holding History

Executive 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
2024 Q4	$9.65M	Buy	42,306 +11,770	+39%	+$2.79M	0.76%	35
2024 Q3	$7.53M	Buy	+30,536	New	+$7.4M	0.59%	55
2024 Q2	–	Sell	-29,826	Closed	-$7.26M	–	237
2024 Q1	$7.26M	Buy	+29,826	New	+$7.34M	0.64%	53
2019 Q3	–	Sell	-371	Closed	-$63K	–	753
2019 Q2	$63K	Hold	371	–	–	0.01%	262
2019 Q1	$62K	Sell	371 -11	-3%	-$1.77K	0.01%	236
2018 Q4	$53K	Buy	+382	New	+$56.6K	0.01%	269

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

Executive Wealth Management's UNP Position: Q4 2024 in Review

Executive Wealth Management increased its Union Pacific (UNP) stake by 39% in Q4 2024, buying an estimated $2.79M and bringing the position to 42,306 shares worth $9.65M. The position accounts for 0.76% of the portfolio, ranked #35.

Executive Wealth Management first reported a position in UNP in Q4 2018 and has held it in 6 quarters since. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Executive Wealth Management held 42,306 shares of Union Pacific worth $9.65M as of Q4 2024.
Executive Wealth Management bought 11,770 Union Pacific shares in Q4 2024, an estimated $2.79M.
Union Pacific made up 0.76% of Executive Wealth Management's portfolio in Q4 2024, its #35 holding.
Executive Wealth Management first reported a position in Union Pacific in Q4 2018 and has held it in 6 quarters since.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.