GWSA
UNP icon

Global Wealth Strategies & Associates’s Union Pacific UNP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-26
Closed -$6.14K – 460
2025
Q1 		$6.14K Buy
+26
New +$6.26K ﹤0.01% 302

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

Global Wealth Strategies & Associates's UNP Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 26 shares — an estimated $6.14K sold.

Global Wealth Strategies & Associates first reported a position in UNP in Q1 2025 and held it in 1 quarter. The position peaked at $6.14K in Q1 2025. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 26 Union Pacific shares in Q2 2025, an estimated $6.14K.
  • Global Wealth Strategies & Associates first reported a position in Union Pacific in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Union Pacific position peaked at $6.14K in Q1 2025.
  • 2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.