OPS
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's UNP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Union Pacific (UNP) stake by 4.4% in Q1 2025, selling an estimated $691K and leaving 61,642 shares worth $14.6M. The position accounts for 0.14% of the portfolio, ranked #130.

Orion Portfolio Solutions first reported a position in UNP in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.7M in Q4 2023. 2,701 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Orion Portfolio Solutions held 61,642 shares of Union Pacific worth $14.6M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,869 Union Pacific shares in Q1 2025, an estimated $691K.
  • Union Pacific made up 0.14% of Orion Portfolio Solutions's portfolio in Q1 2025, its #130 holding.
  • Orion Portfolio Solutions first reported a position in Union Pacific in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Union Pacific position peaked at $15.7M in Q4 2023.
  • 2,701 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.