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Insight Wealth Strategies’s Union Pacific UNP Stock Holding History

Insight Wealth Strategies’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 		– Sell
-10,308
Closed -$2.43M – 185
2025
Q2 		$2.43M Buy
10,308
+314
+3% +$69.7K 0.31% 86
2025
Q1 		$2.36M Buy
9,994
+112
+1% +$27K 0.32% 87
2024
Q4 		$2.25M Buy
9,882
+710
+8% +$168K 0.3% 89
2024
Q3 		$2.26M Buy
9,172
+248
+3% +$60.1K 0.3% 89
2024
Q2 		$2.02M Buy
8,924
+362
+4% +$84.8K 0.29% 88
2024
Q1 		$2.11M Sell
8,562
-79
-0.9% -$19.4K 0.31% 82
2023
Q4 		$2.12M Buy
8,641
+271
+3% +$59.6K 0.34% 58
2023
Q3 		$1.7M Buy
8,370
+835
+11% +$182K 0.33% 62
2023
Q2 		$1.54M Buy
7,535
+86
+1% +$17.1K 0.3% 65
2023
Q1 		$1.5M Buy
7,449
+503
+7% +$102K 0.29% 62
2022
Q4 		$1.44M Buy
6,946
+262
+4% +$53.7K 0.28% 65
2022
Q3 		$1.43M Hold
6,684
– – 0.26% 65
2022
Q2 		$1.43M Sell
6,684
-146
-2% -$33.2K 0.26% 65
2022
Q1 		$1.87M Buy
6,830
+827
+14% +$209K 0.28% 51
2021
Q4 		$1.51M Buy
6,003
+819
+16% +$194K 0.22% 71
2021
Q3 		$1.02M Buy
5,184
+360
+7% +$77.7K 0.14% 99
2021
Q2 		$1.06M Sell
4,824
-214
-4% -$47.7K 0.15% 93
2021
Q1 		$1.11M Buy
5,038
+2,965
+143% +$623K 0.15% 94
2020
Q4 		$432K Buy
2,073
+175
+9% +$35K 0.07% 122
2020
Q3 		$374K Buy
1,898
+256
+16% +$47.6K 0.07% 123
2020
Q2 		$278K Sell
1,642
-82
-5% -$13.1K 0.06% 137
2020
Q1 		$243K Sell
1,724
-3,808
-69% -$629K 0.06% 130
2019
Q4 		$1M Buy
5,532
+10
+0.2% +$1.71K 0.21% 81
2019
Q3 		$894K Buy
5,522
+67
+1% +$11.3K 0.21% 75
2019
Q2 		$922K Sell
5,455
-6,405
-54% -$1.1M 0.23% 69
2019
Q1 		$1.98M Buy
11,860
+471
+4% +$75.8K 0.55% 34
2018
Q4 		$1.57M Buy
+11,389
New +$1.69M 0.48% 33

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

Insight Wealth Strategies's UNP Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 10,308 shares — an estimated $2.43M sold.

Insight Wealth Strategies first reported a position in UNP in Q4 2018 and held it in 27 quarters. The position peaked at $2.43M in Q2 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Insight Wealth Strategies reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,308 Union Pacific shares in Q3 2025, an estimated $2.43M.
  • Insight Wealth Strategies first reported a position in Union Pacific in Q4 2018 and held it in 27 quarters.
  • Insight Wealth Strategies's Union Pacific position peaked at $2.43M in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.