Iron Horse Wealth Management’s Union Pacific UNP Stock Holding History

Iron Horse Wealth Management’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	$17.9K	Hold	78	–	–	0.01%	226
2025 Q1	$18.4K	Buy	78 +47	+152%	+$11.3K	0.01%	210
2024 Q4	$7.07K	Hold	31	–	–	﹤0.01%	274
2024 Q3	$7.64K	Hold	31	–	–	﹤0.01%	263
2024 Q2	$7.01K	Hold	31	–	–	﹤0.01%	245
2024 Q1	$7.62K	Hold	31	–	–	﹤0.01%	223
2023 Q4	$7.61K	Hold	31	–	–	﹤0.01%	220
2023 Q3	$6.31K	Hold	31	–	–	﹤0.01%	235
2023 Q2	$6.34K	Hold	31	–	–	﹤0.01%	174
2023 Q1	$6.24K	Hold	31	–	–	﹤0.01%	182
2022 Q4	$6K	Buy	+31	New	+$6.36K	﹤0.01%	149
2022 Q3	–	Sell	-31	Closed	-$7K	–	279
2022 Q2	$7K	Hold	31	–	–	﹤0.01%	137
2022 Q1	$8K	Hold	31	–	–	﹤0.01%	146
2021 Q4	$8K	Hold	31	–	–	﹤0.01%	130
2021 Q3	$6K	Hold	31	–	–	﹤0.01%	130
2021 Q2	$7K	Hold	31	–	–	﹤0.01%	134
2021 Q1	$7K	Hold	31	–	–	0.01%	126
2020 Q4	$6K	Buy	+31	New	+$6.19K	﹤0.01%	122

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

Iron Horse Wealth Management's UNP Position: Q2 2025 in Review

Iron Horse Wealth Management held its Union Pacific (UNP) position steady in Q2 2025 at 78 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #226.

Iron Horse Wealth Management first reported a position in UNP in Q4 2020 and has held it in 18 quarters since. The position peaked at $18.4K in Q1 2025. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Iron Horse Wealth Management held 78 shares of Union Pacific worth $17.9K as of Q2 2025.
Iron Horse Wealth Management left its Union Pacific share count unchanged in Q2 2025.
Union Pacific made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #226 holding.
Iron Horse Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Union Pacific position peaked at $18.4K in Q1 2025.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.