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Money Concepts Capital’s Union Pacific UNP Stock Holding History

Money Concepts Capital’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
Q3 		– Sell
-875
Closed -$201K – 492
2025
Q2 		$201K Hold
875
– – 0.01% 436
2025
Q1 		$207K Buy
+875
New +$211K 0.02% 403
2024
Q4 		– Sell
-1,034
Closed -$255K – 423
2024
Q3 		$255K Sell
1,034
-143
-12% -$34.7K 0.02% 364
2024
Q2 		$266K Buy
1,177
+9
+0.8% +$2.11K 0.02% 339
2024
Q1 		$287K Buy
1,168
+12
+1% +$2.95K 0.03% 339
2023
Q4 		$284K Sell
1,156
-11
-0.9% -$2.42K 0.03% 338
2023
Q3 		$238K Buy
1,167
+14
+1% +$3.05K 0.02% 317
2023
Q2 		$236K Buy
+1,153
New +$229K 0.02% 334
2023
Q1 		– Sell
-6,598
Closed -$1.37M – 2754
2022
Q4 		$1.37M Buy
6,598
+5,515
+509% +$1.13M 0.06% 239
2022
Q3 		$211K Sell
1,083
-37
-3% -$8.19K 0.01% 416
2022
Q2 		$241K Sell
1,120
-5,654
-83% -$1.29M 0.02% 374
2022
Q1 		$1.85M Buy
6,774
+5,919
+692% +$1.49M 0.1% 201
2021
Q4 		$215K Buy
+855
New +$203K 0.02% 476

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Money Concepts Capital's UNP Position: Q3 2025 in Review

Money Concepts Capital sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 875 shares — an estimated $201K sold.

Money Concepts Capital first reported a position in UNP in Q4 2021 and held it in 13 quarters. The position peaked at $1.85M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Money Concepts Capital reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Money Concepts Capital sold 875 Union Pacific shares in Q3 2025, an estimated $201K.
  • Money Concepts Capital first reported a position in Union Pacific in Q4 2021 and held it in 13 quarters.
  • Money Concepts Capital's Union Pacific position peaked at $1.85M in Q1 2022.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Money Concepts Capital's 13F filing for Q3 2025, filed 4 Nov 2025.