Global Wealth Management Investment Advisory’s Union Pacific UNP Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-890	Closed	-$203K	–	151
2024 Q4	$203K	Hold	890	–	–	0.04%	135
2024 Q3	$219K	Hold	890	–	–	0.05%	130
2024 Q2	$201K	Buy	+890	New	+$209K	0.05%	129
2024 Q1	–	Sell	-760	Closed	-$187K	–	416
2023 Q4	$187K	Hold	760	–	–	0.05%	131
2023 Q3	$155K	Hold	760	–	–	0.04%	138
2023 Q2	$156K	Buy	+760	New	+$151K	0.04%	139
2022 Q3	–	Sell	-76	Closed	-$16K	–	453
2022 Q2	$16K	Buy	76 +16	+27%	+$3.64K	0.01%	251
2022 Q1	$16K	Hold	60	–	–	﹤0.01%	278
2021 Q4	$15K	Hold	60	–	–	﹤0.01%	280
2021 Q3	$12K	Hold	60	–	–	﹤0.01%	301
2021 Q2	$13K	Hold	60	–	–	﹤0.01%	279
2021 Q1	$13K	Sell	60 -21	-26%	-$4.41K	﹤0.01%	289
2020 Q4	$17K	Sell	81 -3	-4%	-$599	0.01%	247
2020 Q3	$17K	Hold	84	–	–	0.01%	239
2020 Q2	$14K	Hold	84	–	–	0.01%	316
2020 Q1	$12K	Buy	84 +24	+40%	+$3.97K	0.01%	315
2019 Q4	$11K	Sell	60 -22	-27%	-$3.77K	﹤0.01%	349
2019 Q3	$13K	Hold	82	–	–	0.01%	297
2019 Q2	$14K	Hold	82	–	–	0.01%	327
2019 Q1	$14K	Buy	82 +5	+6%	+$805	0.01%	341
2018 Q4	$11K	Buy	+77	New	+$11.4K	0.01%	375

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Global Wealth Management Investment Advisory's UNP Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 890 shares — an estimated $203K sold.

Global Wealth Management Investment Advisory first reported a position in UNP in Q4 2018 and held it in 21 quarters. The position peaked at $219K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Global Wealth Management Investment Advisory reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 890 Union Pacific shares in Q1 2025, an estimated $203K.
Global Wealth Management Investment Advisory first reported a position in Union Pacific in Q4 2018 and held it in 21 quarters.
Global Wealth Management Investment Advisory's Union Pacific position peaked at $219K in Q3 2024.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.