J.W. Coons Advisors’s Union Pacific UNP Stock Holding History

J.W. Coons 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	$708K	Sell	3,076 -647	-17%	-$144K	0.16%	129
2025 Q1	$880K	Sell	3,723 -565	-13%	-$136K	0.23%	98
2024 Q4	$978K	Buy	4,288 +350	+9%	+$82.9K	0.25%	89
2024 Q3	$971K	Buy	3,938 +7	+0.2%	+$1.7K	0.24%	97
2024 Q2	$889K	Sell	3,931 -66	-2%	-$15.5K	0.22%	98
2024 Q1	$983K	Hold	3,997	–	–	0.22%	90
2023 Q4	$982K	Buy	3,997 +201	+5%	+$44.2K	0.27%	91
2023 Q3	$773K	Buy	3,796 +75	+2%	+$16.3K	0.22%	103
2023 Q2	$761K	Sell	3,721 -100	-3%	-$19.9K	0.21%	108
2023 Q1	$769K	Sell	3,821 -100	-3%	-$20.3K	0.22%	106
2022 Q4	$812K	Sell	3,921 -20	-0.5%	-$4.1K	0.24%	99
2022 Q3	$768K	Sell	3,941 -412	-9%	-$91.2K	0.29%	93
2022 Q2	$926K	Sell	4,353 -655	-13%	-$149K	0.33%	81
2022 Q1	$1.35M	Sell	5,008 -1,058	-17%	-$267K	0.4%	65
2021 Q4	$1.53M	Sell	6,066 -1,194	-16%	-$283K	0.46%	60
2021 Q3	$1.44M	Sell	7,260 -438	-6%	-$94.6K	0.49%	57
2021 Q2	$1.69M	Sell	7,698 -66	-0.9%	-$14.7K	0.6%	50
2021 Q1	$1.71M	Buy	7,764 +746	+11%	+$157K	0.61%	45
2020 Q4	$1.46M	Buy	7,018 +80	+1%	+$16K	0.56%	53
2020 Q3	$1.38M	Sell	6,938 -491	-7%	-$91.2K	0.57%	49
2020 Q2	$1.26M	Buy	7,429 +649	+10%	+$104K	0.56%	53
2020 Q1	$956K	Buy	+6,780	New	+$1.12M	0.5%	58

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

J.W. Coons Advisors's UNP Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Union Pacific (UNP) stake by 17% in Q2 2025, selling an estimated $144K and leaving 3,076 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #129.

J.W. Coons Advisors first reported a position in UNP in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q1 2021. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

J.W. Coons Advisors held 3,076 shares of Union Pacific worth $708K as of Q2 2025.
J.W. Coons Advisors sold 647 Union Pacific shares in Q2 2025, an estimated $144K.
Union Pacific made up 0.16% of J.W. Coons Advisors's portfolio in Q2 2025, its #129 holding.
J.W. Coons Advisors first reported a position in Union Pacific in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Union Pacific position peaked at $1.71M in Q1 2021.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.