Hofer & Associates’s Union Pacific UNP Stock Holding History

Hofer & 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	-916	Closed	-$216K	–	62
2025 Q1	$216K	Buy	916 +1	+0.1%	+$241	0.15%	55
2024 Q4	$209K	Hold	915	–	–	0.14%	60
2024 Q3	$226K	Hold	915	–	–	0.16%	57
2024 Q2	$207K	Buy	915 +1	+0.1%	+$234	0.16%	56
2024 Q1	$225K	Buy	914 +52	+6%	+$12.8K	0.19%	52
2023 Q4	$212K	Buy	+862	New	+$190K	0.2%	52
2022 Q2	–	Sell	-862	Closed	-$236K	–	52
2022 Q1	$236K	Hold	862	–	–	0.21%	48
2021 Q4	$217K	Buy	+862	New	+$204K	0.2%	48

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

Hofer & Associates's UNP Position: Q2 2025 in Review

Hofer & Associates sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 916 shares — an estimated $216K sold.

Hofer & Associates first reported a position in UNP in Q4 2021 and held it in 8 quarters. The position peaked at $236K in Q1 2022. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Hofer & Associates reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Hofer & Associates sold 916 Union Pacific shares in Q2 2025, an estimated $216K.
Hofer & Associates first reported a position in Union Pacific in Q4 2021 and held it in 8 quarters.
Hofer & Associates's Union Pacific position peaked at $236K in Q1 2022.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Hofer & Associates's 13F filing for Q2 2025, filed 15 Jul 2025.