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FullCircle Wealth’s Union Pacific UNP Stock Holding History

FullCircle Wealth’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 		$645K Buy
2,922
+439
+18% +$98.9K 0.23% 128
2025
Q2 		$551K Buy
2,483
+16
+0.6% +$3.55K 0.21% 140
2025
Q1 		$524K Buy
2,467
+11
+0.4% +$2.65K 0.22% 129
2024
Q4 		$616K Sell
2,456
-98
-4% -$23.2K 0.25% 119
2024
Q3 		$592K Buy
2,554
+33
+1% +$8K 0.27% 118
2024
Q2 		$598K Buy
+2,521
New +$591K 0.29% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FullCircle Wealth's UNP Position: Q3 2025 in Review

FullCircle Wealth increased its Union Pacific (UNP) stake by 18% in Q3 2025, buying an estimated $98.9K and bringing the position to 2,922 shares worth $645K. The position accounts for 0.23% of the portfolio, ranked #128.

FullCircle Wealth first reported a position in UNP in Q2 2024 and has held it in 6 quarters since. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • FullCircle Wealth held 2,922 shares of Union Pacific worth $645K as of Q3 2025.
  • FullCircle Wealth bought 439 Union Pacific shares in Q3 2025, an estimated $98.9K.
  • Union Pacific made up 0.23% of FullCircle Wealth's portfolio in Q3 2025, its #128 holding.
  • FullCircle Wealth first reported a position in Union Pacific in Q2 2024 and has held it in 6 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.