Menard Financial Group’s Union Pacific UNP Stock Holding History

Menard Financial 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 Q1	–	Sell	-420	Closed	-$95.8K	–	290
2024 Q4	$95.8K	Buy	+420	New	+$99.4K	0.06%	148
2023 Q3	–	Sell	-1,111	Closed	-$227K	–	85
2023 Q2	$227K	Sell	1,111 -248	-18%	-$49.3K	0.47%	55
2023 Q1	$274K	Sell	1,359 -215	-14%	-$43.6K	0.63%	42
2022 Q4	$326K	Buy	+1,574	New	+$323K	0.78%	36
2022 Q2	–	Sell	-1,098	Closed	-$300K	–	127
2022 Q1	$300K	Buy	1,098 +78	+8%	+$19.7K	0.3%	100
2021 Q4	$257K	Sell	1,020 -151	-13%	-$35.8K	0.21%	123
2021 Q3	$230K	Buy	1,171 +15	+1%	+$3.24K	0.2%	144
2021 Q2	$254K	Buy	1,156 +222	+24%	+$49.4K	0.24%	128
2021 Q1	$206K	Buy	+934	New	+$196K	0.22%	136

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Menard Financial Group's UNP Position: Q1 2025 in Review

Menard Financial Group sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 420 shares — an estimated $95.8K sold.

Menard Financial Group first reported a position in UNP in Q1 2021 and held it in 9 quarters. The position peaked at $326K in Q4 2022. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Menard Financial Group reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 420 Union Pacific shares in Q1 2025, an estimated $95.8K.
Menard Financial Group first reported a position in Union Pacific in Q1 2021 and held it in 9 quarters.
Menard Financial Group's Union Pacific position peaked at $326K in Q4 2022.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.