Gratus Wealth Advisors’s Union Pacific UNP Stock Holding History

Gratus Wealth Advisors’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	-3,146	Closed	-$743K	–	137
2025 Q1	$743K	Sell	3,146 -4	-0.1%	-$963	0.12%	73
2024 Q4	$718K	Sell	3,150 -982	-24%	-$232K	0.12%	73
2024 Q3	$979K	Buy	4,132 +83	+2%	+$20.1K	0.16%	63
2024 Q2	$981K	Buy	4,049 +251	+7%	+$58.8K	0.17%	56
2024 Q1	$873K	Buy	3,798 +1,287	+51%	+$317K	0.16%	63
2023 Q4	$617K	Buy	+2,511	New	+$552K	0.12%	73

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Gratus Wealth Advisors's UNP Position: Q2 2025 in Review

Gratus Wealth Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 3,146 shares — an estimated $743K sold.

Gratus Wealth Advisors first reported a position in UNP in Q4 2023 and held it in 6 quarters. The position peaked at $981K in Q2 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Gratus Wealth Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Gratus Wealth Advisors sold 3,146 Union Pacific shares in Q2 2025, an estimated $743K.
Gratus Wealth Advisors first reported a position in Union Pacific in Q4 2023 and held it in 6 quarters.
Gratus Wealth Advisors's Union Pacific position peaked at $981K in Q2 2024.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Gratus Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.