Orion Portfolio Solutions’s Union Pacific UNP Stock Holding History

Orion Portfolio 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 Q1	$14.6M	Sell	61,642 -2,869	-4%	-$691K	0.14%	130
2024 Q4	$14.7M	Buy	64,511 +1,935	+3%	+$458K	0.15%	129
2024 Q3	$15.4M	Sell	62,576 -1,126	-2%	-$273K	0.15%	129
2024 Q2	$14.4M	Sell	63,702 -56	-0.1%	-$13.1K	0.15%	129
2024 Q1	$15.7M	Sell	63,758 -1,433	-2%	-$353K	0.17%	124
2023 Q4	$15.7M	Sell	65,191 -9,715	-13%	-$2.14M	0.18%	115
2023 Q3	$15.3M	Sell	74,906 -1,694	-2%	-$369K	0.18%	119
2023 Q2	$15.7M	Sell	76,600 -833	-1%	-$166K	0.17%	121
2023 Q1	$15.6M	Buy	77,433 +65,175	+532%	+$13.2M	0.19%	108
2022 Q4	$2.54M	Buy	12,258 +1,408	+13%	+$289K	0.09%	159
2022 Q3	$2.11M	Buy	10,850 +100	+0.9%	+$22.1K	0.08%	156
2022 Q2	$2.29M	Sell	10,750 -971	-8%	-$221K	0.09%	139
2022 Q1	$3.2M	Sell	11,721 -1,769	-13%	-$447K	0.11%	120
2021 Q4	$3.4M	Buy	13,490 +433	+3%	+$103K	0.11%	118
2021 Q3	$2.56M	Buy	13,057 +2,150	+20%	+$464K	0.09%	132
2021 Q2	$2.4M	Sell	10,907 -315	-3%	-$70.1K	0.09%	131
2021 Q1	$2.47M	Buy	11,222 +138	+1%	+$29K	0.11%	115
2020 Q4	$2.31M	Buy	11,084 +39	+0.4%	+$7.79K	0.11%	121
2020 Q3	$2.17M	Sell	11,045 -741	-6%	-$138K	0.11%	110
2020 Q2	$1.99M	Buy	11,786 +481	+4%	+$77.1K	0.11%	105
2020 Q1	$1.59M	Sell	11,305 -1,107	-9%	-$183K	0.11%	93
2019 Q4	$2.24M	Buy	+12,412	New	+$2.12M	0.18%	89

Other funds holding UNP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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