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Maxwell Wealth Strategies’s Union Pacific UNP Stock Holding History

Maxwell Wealth Strategies’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 		$1.3M Sell
5,688
-177
-3% -$41.9K 0.53% 51
2024
Q3 		$1.37M Buy
5,865
+38
+0.7% +$9.21K 0.58% 55
2024
Q2 		$1.32M Sell
5,827
-61
-1% -$14.3K 0.65% 53
2024
Q1 		$1.35M Sell
5,888
-5,919
-50% -$1.46M 0.68% 55
2023
Q4 		$2.9M Buy
+11,807
New +$2.6M 1.9% 12

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

Maxwell Wealth Strategies's UNP Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Union Pacific (UNP) stake by 3% in Q4 2024, selling an estimated $41.9K and leaving 5,688 shares worth $1.3M. The position accounts for 0.53% of the portfolio, ranked #51.

Maxwell Wealth Strategies first reported a position in UNP in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2023. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Maxwell Wealth Strategies held 5,688 shares of Union Pacific worth $1.3M as of Q4 2024.
  • Maxwell Wealth Strategies sold 177 Union Pacific shares in Q4 2024, an estimated $41.9K.
  • Union Pacific made up 0.53% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #51 holding.
  • Maxwell Wealth Strategies first reported a position in Union Pacific in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Union Pacific position peaked at $2.9M in Q4 2023.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.