Pacific Capital Wealth Advisors’s Union Pacific UNP Stock Holding History

Pacific Capital Wealth Advisors’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	–	Sell	-39	Closed	-$8.89K	–	358
2024 Q4	$8.89K	Sell	39 -8	-17%	-$1.89K	﹤0.01%	281
2024 Q3	$11.6K	Buy	47 +8	+21%	+$1.94K	﹤0.01%	285
2024 Q2	$8.82K	Sell	39 -23	-37%	-$5.39K	﹤0.01%	327
2024 Q1	$15.2K	Buy	62 +23	+59%	+$5.66K	﹤0.01%	205
2023 Q4	$9.58K	Buy	+39	New	+$8.57K	﹤0.01%	222
2020 Q4	–	Sell	-39	Closed	-$8K	–	185
2020 Q3	$8K	Buy	+39	New	+$7.25K	﹤0.01%	178

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Pacific Capital Wealth Advisors's UNP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 39 shares — an estimated $8.89K sold.

Pacific Capital Wealth Advisors first reported a position in UNP in Q3 2020 and held it in 6 quarters. The position peaked at $15.2K in Q1 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 39 Union Pacific shares in Q1 2025, an estimated $8.89K.
Pacific Capital Wealth Advisors first reported a position in Union Pacific in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Union Pacific position peaked at $15.2K in Q1 2024.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.