Northstar Advisory Group’s Union Pacific UNP Stock Holding History

Northstar Advisory 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 Q3	–	Sell	-1,124	Closed	-$259K	–	119
2025 Q2	$259K	Sell	1,124 -390	-26%	-$86.6K	0.13%	89
2025 Q1	$358K	Buy	+1,514	New	+$364K	0.23%	77
2023 Q4	–	Sell	-1,077	Closed	-$219K	–	108
2023 Q3	$219K	Buy	+1,077	New	+$235K	0.16%	84
2023 Q1	–	Sell	-2,379	Closed	-$493K	–	102
2022 Q4	$493K	Buy	2,379 +396	+20%	+$81.2K	0.39%	54
2022 Q3	$386K	Buy	1,983 +802	+68%	+$177K	0.35%	53
2022 Q2	$252K	Sell	1,181 -2,767	-70%	-$630K	0.19%	68
2022 Q1	$1.08M	Buy	3,948 +2,042	+107%	+$516K	0.69%	36
2021 Q4	$480K	Buy	+1,906	New	+$451K	0.28%	63
2021 Q3	–	Sell	-1,526	Closed	-$336K	–	126
2021 Q2	$336K	Buy	1,526 +196	+15%	+$43.6K	0.21%	88
2021 Q1	$293K	Buy	1,330 +65	+5%	+$13.6K	0.22%	83
2020 Q4	$263K	Buy	+1,265	New	+$253K	0.22%	90

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northstar Advisory Group's UNP Position: Q3 2025 in Review

Northstar Advisory Group sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 1,124 shares — an estimated $259K sold.

Northstar Advisory Group first reported a position in UNP in Q4 2020 and held it in 11 quarters. The position peaked at $1.08M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Northstar Advisory Group reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Northstar Advisory Group sold 1,124 Union Pacific shares in Q3 2025, an estimated $259K.
Northstar Advisory Group first reported a position in Union Pacific in Q4 2020 and held it in 11 quarters.
Northstar Advisory Group's Union Pacific position peaked at $1.08M in Q1 2022.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Northstar Advisory Group's 13F filing for Q3 2025, filed 3 Nov 2025.