Northeast Financial Consultants’s Union Pacific UNP Stock Holding History

Northeast Financial Consultants’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	$219K	Hold	951	–	–	0.01%	279
2025 Q1	$225K	Sell	951 -755	-44%	-$182K	0.01%	262
2024 Q4	$389K	Buy	1,706 +20	+1%	+$4.74K	0.02%	220
2024 Q3	$416K	Buy	1,686 +16	+1%	+$3.88K	0.02%	211
2024 Q2	$378K	Sell	1,670 -255	-13%	-$59.8K	0.02%	212
2024 Q1	$473K	Buy	1,925 +255	+15%	+$62.8K	0.02%	199
2023 Q4	$410K	Hold	1,670	–	–	0.02%	203
2023 Q3	$340K	Hold	1,670	–	–	0.02%	213
2023 Q2	$342K	Buy	+1,670	New	+$332K	0.02%	216
2023 Q1	–	Sell	-2,244	Closed	-$465K	–	332
2022 Q4	$465K	Buy	2,244 +11	+0.5%	+$2.26K	0.03%	193
2022 Q3	$435K	Buy	2,233 +915	+69%	+$202K	0.03%	208
2022 Q2	$281K	Sell	1,318 -122	-8%	-$27.8K	0.02%	265
2022 Q1	$393K	Buy	1,440 +79	+6%	+$19.9K	0.02%	264
2021 Q4	$343K	Hold	1,361	–	–	0.02%	263
2021 Q3	$267K	Buy	1,361 +370	+37%	+$79.9K	0.02%	296
2021 Q2	$218K	Buy	+991	New	+$221K	0.01%	331

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's UNP Position: Q2 2025 in Review

Northeast Financial Consultants held its Union Pacific (UNP) position steady in Q2 2025 at 951 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #279.

Northeast Financial Consultants first reported a position in UNP in Q2 2021 and has held it in 16 quarters since. The position peaked at $473K in Q1 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Northeast Financial Consultants held 951 shares of Union Pacific worth $219K as of Q2 2025.
Northeast Financial Consultants left its Union Pacific share count unchanged in Q2 2025.
Union Pacific made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #279 holding.
Northeast Financial Consultants first reported a position in Union Pacific in Q2 2021 and has held it in 16 quarters since.
Northeast Financial Consultants's Union Pacific position peaked at $473K in Q1 2024.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.