Pasadena Private Wealth’s Union Pacific UNP Stock Holding History

Pasadena Private Wealth’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
2026 Q1	–	Sell	-950	Closed	-$220K	–	304
2025 Q4	$220K	Sell	950 -50	-5%	-$11.4K	0.03%	206
2025 Q3	$236K	Hold	1,000	–	–	0.03%	181
2025 Q2	$230K	Hold	1,000	–	–	0.04%	171
2025 Q1	$236K	Hold	1,000	–	–	0.05%	163
2024 Q4	$228K	Hold	1,000	–	–	0.05%	131
2024 Q3	$246K	Hold	1,000	–	–	0.05%	124
2024 Q2	$226K	Hold	1,000	–	–	0.05%	131
2024 Q1	$246K	Hold	1,000	–	–	0.06%	123
2023 Q4	$246K	Hold	1,000	–	–	0.06%	124
2023 Q3	$204K	Hold	1,000	–	–	0.06%	86
2023 Q2	$205K	Hold	1,000	–	–	0.06%	94
2023 Q1	$201K	Hold	1,000	–	–	0.06%	90
2022 Q4	$207K	Buy	+1,000	New	+$205K	0.06%	89
2022 Q3	–	Sell	-1,000	Closed	-$213K	–	115
2022 Q2	$213K	Hold	1,000	–	–	0.07%	73
2022 Q1	$273K	Hold	1,000	–	–	0.09%	67
2021 Q4	$252K	Buy	+1,000	New	+$237K	0.08%	87

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors

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

Geode Capital Management

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM