Fortitude Advisory Group’s Union Pacific UNP Stock Holding History

Fortitude Advisory Group’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	–	Sell	-959	Closed	-$236K	–	217
2024 Q3	$236K	Sell	959 -28	-3%	-$6.79K	0.15%	164
2024 Q2	$223K	Buy	987 +2	+0.2%	+$469	0.13%	161
2024 Q1	$242K	Sell	985 -238	-19%	-$58.6K	0.14%	162
2023 Q4	$300K	Hold	1,223	–	–	0.18%	129
2023 Q3	$249K	Buy	1,223 +43	+4%	+$9.37K	0.17%	141
2023 Q2	$241K	Sell	1,180 -25	-2%	-$4.97K	0.18%	153
2023 Q1	$242K	Buy	1,205 +73	+6%	+$14.8K	0.19%	152
2022 Q4	$234K	Hold	1,132	–	–	0.2%	158
2022 Q3	$220K	Buy	1,132 +31	+3%	+$6.86K	0.21%	151
2022 Q2	$235K	Buy	1,101 +2	+0.2%	+$455	0.21%	146
2022 Q1	$300K	Sell	1,099 -3	-0.3%	-$758	0.16%	124
2021 Q4	$278K	Buy	+1,102	New	+$261K	0.14%	141

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

Fortitude Advisory Group's UNP Position: Q4 2024 in Review

Fortitude Advisory Group sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 959 shares — an estimated $236K sold.

Fortitude Advisory Group first reported a position in UNP in Q4 2021 and held it in 12 quarters. The position peaked at $300K in Q4 2023. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Fortitude Advisory Group reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Fortitude Advisory Group sold 959 Union Pacific shares in Q4 2024, an estimated $236K.
Fortitude Advisory Group first reported a position in Union Pacific in Q4 2021 and held it in 12 quarters.
Fortitude Advisory Group's Union Pacific position peaked at $300K in Q4 2023.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Fortitude Advisory Group's 13F filing for Q4 2024, filed 22 Jan 2025.