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Financial Gravity Companies’s Union Pacific UNP Stock Holding History

Financial Gravity Companies’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 		$31.1K Buy
+135
New +$30K 0.01% 375
2024
Q4 		$30.8K Hold
135
– – 0.01% 365
2024
Q3 		$33.3K Buy
+135
New +$32.7K 0.01% 216
2018
Q4 		$333K Buy
+2,086
New +$309K 0.3% 50
2018
Q1 		$1K Sell
7
-46
-87% -$6.19K ﹤0.01% 1279
2017
Q4 		$7K Buy
+53
New +$6.39K 0.01% 648

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

Financial Gravity Companies's UNP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Union Pacific (UNP) in Q2 2025: 135 shares worth $31.1K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UNP as recently as Q4 2024.

Financial Gravity Companies first reported a position in UNP in Q4 2017 and has held it in 6 quarters since. The position peaked at $333K in Q4 2018. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Financial Gravity Companies held 135 shares of Union Pacific worth $31.1K as of Q2 2025.
  • Union Pacific was a new Financial Gravity Companies position in Q2 2025.
  • Union Pacific made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #375 holding.
  • Financial Gravity Companies first reported a position in Union Pacific in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Union Pacific position peaked at $333K in Q4 2018.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.