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Obsidian Personal Planning Solutions’s Union Pacific UNP Stock Holding History

Obsidian Personal Planning Solutions’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 		$440K Sell
1,996
-171
-8% -$38.5K 0.15% 56
2025
Q2 		$499K Buy
2,167
+1
+0% +$222 0.2% 45
2025
Q1 		$467K Buy
2,166
+1
+0% +$241 0.21% 46
2024
Q4 		$537K Hold
2,165
– – 0.26% 39
2024
Q3 		$502K Sell
2,165
-32
-1% -$7.76K 0.26% 40
2024
Q2 		$497K Sell
2,197
-190
-8% -$44.5K 0.3% 40
2024
Q1 		$566K Buy
2,387
+16
+0.7% +$3.94K 0.37% 32
2023
Q4 		$582K Sell
2,371
-45
-2% -$9.89K 0.44% 29
2023
Q3 		$492K Buy
2,416
+45
+2% +$9.8K 0.42% 31
2023
Q2 		$485K Buy
2,371
+290
+14% +$57.6K 0.6% 29
2023
Q1 		$419K Buy
2,081
+616
+42% +$125K 0.61% 28
2022
Q4 		$303K Sell
1,465
-106
-7% -$21.7K 0.49% 33
2022
Q3 		$306K Buy
1,571
+43
+3% +$9.52K 0.56% 29
2022
Q2 		$326K Buy
+1,528
New +$348K 0.56% 31

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

Obsidian Personal Planning Solutions's UNP Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Union Pacific (UNP) stake by 7.9% in Q3 2025, selling an estimated $38.5K and leaving 1,996 shares worth $440K. The position accounts for 0.15% of the portfolio, ranked #56.

Obsidian Personal Planning Solutions first reported a position in UNP in Q2 2022 and has held it in 14 quarters since. The position peaked at $582K in Q4 2023. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,996 shares of Union Pacific worth $440K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 171 Union Pacific shares in Q3 2025, an estimated $38.5K.
  • Union Pacific made up 0.15% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #56 holding.
  • Obsidian Personal Planning Solutions first reported a position in Union Pacific in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Union Pacific position peaked at $582K in Q4 2023.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.