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New Wave Wealth Advisors’s Union Pacific UNP Stock Holding History

New Wave Wealth Advisors’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
-62
Closed -$14.1K – 643
2024
Q4 		$14.1K Buy
+62
New +$14.7K 0.01% 303

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

New Wave Wealth Advisors's UNP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 62 shares — an estimated $14.1K sold.

New Wave Wealth Advisors first reported a position in UNP in Q4 2024 and held it in 1 quarter. The position peaked at $14.1K in Q4 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 62 Union Pacific shares in Q1 2025, an estimated $14.1K.
  • New Wave Wealth Advisors first reported a position in Union Pacific in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Union Pacific position peaked at $14.1K in Q4 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.