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Kolinsky Wealth Management’s Union Pacific UNP Stock Holding History

Kolinsky 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
2024
Q4 		$668K Buy
2,930
+64
+2% +$15.2K 0.41% 46
2024
Q3 		$706K Buy
2,866
+81
+3% +$19.6K 0.46% 40
2024
Q2 		$630K Buy
2,785
+91
+3% +$21.3K 0.45% 47
2024
Q1 		$663K Sell
2,694
-121
-4% -$29.8K 0.51% 40
2023
Q4 		$691K Buy
2,815
+215
+8% +$47.3K 0.61% 27
2023
Q3 		$529K Sell
2,600
-17
-0.6% -$3.7K 0.53% 39
2023
Q2 		$536K Buy
2,617
+17
+0.7% +$3.38K 0.51% 36
2023
Q1 		$523K Sell
2,600
-535
-17% -$108K 0.56% 34
2022
Q4 		$649K Buy
3,135
+54
+2% +$11.1K 0.74% 21
2022
Q3 		$600K Buy
3,081
+24
+0.8% +$5.31K 0.75% 19
2022
Q2 		$652K Sell
3,057
-30
-1% -$6.83K 0.77% 22
2022
Q1 		$843K Buy
3,087
+386
+14% +$97.5K 0.83% 20
2021
Q4 		$680K Buy
+2,701
New +$640K 0.63% 24

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kolinsky Wealth Management's UNP Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Union Pacific (UNP) stake by 2.2% in Q4 2024, buying an estimated $15.2K and bringing the position to 2,930 shares worth $668K. The position accounts for 0.41% of the portfolio, ranked #46.

Kolinsky Wealth Management first reported a position in UNP in Q4 2021 and has held it in 13 quarters since. The position peaked at $843K in Q1 2022. 2,700 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Kolinsky Wealth Management held 2,930 shares of Union Pacific worth $668K as of Q4 2024.
  • Kolinsky Wealth Management bought 64 Union Pacific shares in Q4 2024, an estimated $15.2K.
  • Union Pacific made up 0.41% of Kolinsky Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Kolinsky Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Union Pacific position peaked at $843K in Q1 2022.
  • 2,700 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.