FSA Wealth Management’s Union Pacific UNP Stock Holding History

FSA 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 Q3	$248K	Hold	1,049	–	–	0.09%	48
2025 Q2	$241K	Sell	1,049 -220	-17%	-$48.8K	0.09%	45
2025 Q1	$300K	Buy	1,269 +146	+13%	+$35.1K	0.13%	36
2024 Q4	$256K	Buy	1,123 +1	+0.1%	+$237	0.1%	42
2024 Q3	$277K	Buy	+1,122	New	+$272K	0.11%	41
2024 Q1	$294K	Hold	1,196	–	–	0.13%	36
2023 Q4	$294K	Hold	1,196	–	–	0.14%	34
2023 Q3	$243K	Hold	1,196	–	–	0.14%	37
2023 Q2	$245K	Buy	1,196 +1	+0.1%	+$199	0.13%	36
2023 Q1	$241K	Hold	1,195	–	–	0.14%	34
2022 Q4	$247K	Buy	1,195 +1	+0.1%	+$205	0.14%	36
2022 Q3	$233K	Buy	1,194 +235	+25%	+$52K	0.16%	39
2022 Q2	$205K	Sell	959 -41	-4%	-$9.33K	0.57%	25
2022 Q1	$252K	Hold	1,000	–	–	0.15%	40
2021 Q4	$252K	Buy	+1,000	New	+$237K	0.15%	40
2021 Q3	–	Sell	-1,000	Closed	-$220K	–	44
2021 Q2	$220K	Hold	1,000	–	–	0.14%	40
2021 Q1	$220K	Sell	1,000 -300	-23%	-$63K	0.15%	39
2020 Q4	$271K	Hold	1,300	–	–	0.14%	45
2020 Q3	$256K	Hold	1,300	–	–	0.16%	43
2020 Q2	$220K	Hold	1,300	–	–	0.15%	45
2020 Q1	$183K	Hold	1,300	–	–	0.15%	48
2019 Q4	$235K	Buy	+1,300	New	+$223K	0.17%	46

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

FSA Wealth Management's UNP Position: Q3 2025 in Review

FSA Wealth Management held its Union Pacific (UNP) position steady in Q3 2025 at 1,049 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #48.

FSA Wealth Management first reported a position in UNP in Q4 2019 and has held it in 22 quarters since. The position peaked at $300K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

FSA Wealth Management held 1,049 shares of Union Pacific worth $248K as of Q3 2025.
FSA Wealth Management left its Union Pacific share count unchanged in Q3 2025.
Union Pacific made up 0.09% of FSA Wealth Management's portfolio in Q3 2025, its #48 holding.
FSA Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 22 quarters since.
FSA Wealth Management's Union Pacific position peaked at $300K in Q1 2025.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.