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Milestone Asset Management’s Union Pacific UNP Stock Holding History

Milestone Asset 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 		– Sell
-923
Closed -$218K – 259
2025
Q3 		$218K Buy
923
+5
+0.5% +$1.13K 0.04% 211
2025
Q2 		$211K Sell
918
-5
-0.5% -$1.11K 0.04% 194
2025
Q1 		$218K Buy
923
+6
+0.7% +$1.44K 0.05% 203
2024
Q4 		$209K Buy
+917
New +$217K 0.05% 216

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Milestone Asset Management's UNP Position: Q4 2025 in Review

Milestone Asset Management sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 923 shares — an estimated $218K sold.

Milestone Asset Management first reported a position in UNP in Q4 2024 and held it in 4 quarters. The position peaked at $218K in Q3 2025. 2,744 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Milestone Asset Management reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 923 Union Pacific shares in Q4 2025, an estimated $218K.
  • Milestone Asset Management first reported a position in Union Pacific in Q4 2024 and held it in 4 quarters.
  • Milestone Asset Management's Union Pacific position peaked at $218K in Q3 2025.
  • 2,744 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.