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New Century Financial Group’s Union Pacific UNP Stock Holding History

New Century 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
Q2 		– Sell
-2,525
Closed -$597K – 158
2025
Q1 		$597K Sell
2,525
-224
-8% -$53.9K 0.69% 48
2024
Q4 		$636K Sell
2,749
-565
-17% -$134K 0.27% 110
2024
Q3 		$817K Buy
3,314
+61
+2% +$14.8K 0.3% 100
2024
Q2 		$736K Buy
3,253
+1,802
+124% +$422K 0.31% 93
2024
Q1 		$357K Sell
1,451
-128
-8% -$31.5K 0.25% 111
2023
Q4 		$388K Buy
+1,579
New +$347K 0.34% 97

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Century Financial Group's UNP Position: Q2 2025 in Review

New Century Financial Group sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 2,525 shares — an estimated $597K sold.

New Century Financial Group first reported a position in UNP in Q4 2023 and held it in 6 quarters. The position peaked at $817K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • New Century Financial Group reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,525 Union Pacific shares in Q2 2025, an estimated $597K.
  • New Century Financial Group first reported a position in Union Pacific in Q4 2023 and held it in 6 quarters.
  • New Century Financial Group's Union Pacific position peaked at $817K in Q3 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.