Kerntke Otto McGlone Wealth Management Group’s Union Pacific UNP Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	-2,282	Closed	-$525K	–	90
2025 Q2	$525K	Hold	2,282	–	–	0.42%	43
2025 Q1	$539K	Buy	2,282 +1	+0%	+$241	0.47%	38
2024 Q4	$520K	Hold	2,281	–	–	0.38%	39
2024 Q3	$562K	Hold	2,281	–	–	0.47%	35
2024 Q2	$516K	Sell	2,281 -52	-2%	-$12.2K	0.48%	34
2024 Q1	$574K	Buy	2,333 +1	+0%	+$246	0.56%	31
2023 Q4	$573K	Hold	2,332	–	–	0.57%	30
2023 Q3	$475K	Sell	2,332 -103	-4%	-$22.4K	0.49%	34
2023 Q2	$498K	Hold	2,435	–	–	0.49%	36
2023 Q1	$490K	Buy	2,435 +810	+50%	+$164K	0.5%	35
2022 Q4	$336K	Hold	1,625	–	–	0.39%	43
2022 Q3	$316K	Buy	1,625 +1	+0.1%	+$221	0.48%	39
2022 Q2	$346K	Buy	+1,624	New	+$370K	0.52%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's UNP Position: Q3 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 2,282 shares — an estimated $525K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in UNP in Q2 2022 and held it in 13 quarters. The position peaked at $574K in Q1 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Kerntke Otto McGlone Wealth Management Group reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 2,282 Union Pacific shares in Q3 2025, an estimated $525K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Union Pacific in Q2 2022 and held it in 13 quarters.
Kerntke Otto McGlone Wealth Management Group's Union Pacific position peaked at $574K in Q1 2024.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2025, filed 21 Oct 2025.