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MGB Wealth Management’s Union Pacific UNP Stock Holding History

MGB 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
2025
Q4 		$288K Buy
1,244
+1
+0.1% +$228 0.08% 181
2025
Q3 		$294K Sell
1,243
-55
-4% -$12.4K 0.08% 180
2025
Q2 		$299K Sell
1,298
-249
-16% -$55.3K 0.1% 173
2025
Q1 		$362K Sell
1,547
-3
-0.2% -$722 0.13% 150
2024
Q4 		$353K Sell
1,550
-5,190
-77% -$1.23M 0.11% 145
2024
Q3 		$1.66M Hold
6,740
– – 0.6% 37
2024
Q2 		$1.55M Hold
6,740
– – 0.58% 41
2024
Q1 		$1.66M Sell
6,740
-63
-0.9% -$15.5K 0.67% 37
2023
Q4 		$1.67M Buy
+6,803
New +$1.5M 0.84% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's UNP Position: Q4 2025 in Review

MGB Wealth Management increased its Union Pacific (UNP) stake by 0.08% in Q4 2025, buying an estimated $228 and bringing the position to 1,244 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #181.

MGB Wealth Management first reported a position in UNP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2023. 2,735 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • MGB Wealth Management held 1,244 shares of Union Pacific worth $288K as of Q4 2025.
  • MGB Wealth Management bought 1 Union Pacific share in Q4 2025, an estimated $228.
  • Union Pacific made up 0.08% of MGB Wealth Management's portfolio in Q4 2025, its #181 holding.
  • MGB Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Union Pacific position peaked at $1.67M in Q4 2023.
  • 2,735 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.