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Marcum Wealth’s Union Pacific UNP Stock Holding History

Marcum Wealth’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
Q1 		$698K Buy
2,954
+265
+10% +$63.8K 0.06% 154
2024
Q4 		$613K Sell
2,689
-106
-4% -$25.1K 0.05% 166
2024
Q3 		$689K Buy
2,795
+118
+4% +$28.6K 0.06% 149
2024
Q2 		$606K Sell
2,677
-531
-17% -$124K 0.06% 163
2024
Q1 		$789K Buy
3,208
+228
+8% +$56.1K 0.08% 129
2023
Q4 		$732K Buy
2,980
+353
+13% +$77.6K 0.08% 133
2023
Q3 		$535K Buy
2,627
+295
+13% +$64.2K 0.06% 160
2023
Q2 		$477K Sell
2,332
-161
-6% -$32K 0.06% 181
2023
Q1 		$502K Sell
2,493
-439
-15% -$89K 0.06% 173
2022
Q4 		$607K Buy
2,932
+117
+4% +$24K 0.08% 144
2022
Q3 		$548K Buy
2,815
+276
+11% +$61.1K 0.08% 146
2022
Q2 		$542K Sell
2,539
-18
-0.7% -$4.1K 0.08% 147
2022
Q1 		$699K Buy
2,557
+127
+5% +$32.1K 0.1% 129
2021
Q4 		$612K Buy
2,430
+116
+5% +$27.5K 0.09% 153
2021
Q3 		$454K Sell
2,314
-2,469
-52% -$533K 0.07% 166
2021
Q2 		$1.05M Sell
4,783
-4
-0.1% -$891 0.17% 84
2021
Q1 		$1.05M Buy
+4,787
New +$1.01M 0.17% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marcum Wealth's UNP Position: Q1 2025 in Review

Marcum Wealth increased its Union Pacific (UNP) stake by 9.9% in Q1 2025, buying an estimated $63.8K and bringing the position to 2,954 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #154.

Marcum Wealth first reported a position in UNP in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2021. 2,695 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Marcum Wealth held 2,954 shares of Union Pacific worth $698K as of Q1 2025.
  • Marcum Wealth bought 265 Union Pacific shares in Q1 2025, an estimated $63.8K.
  • Union Pacific made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #154 holding.
  • Marcum Wealth first reported a position in Union Pacific in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Union Pacific position peaked at $1.05M in Q1 2021.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.