Peak Financial Advisors’s Union Pacific UNP Stock Holding History

Peak Financial 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 Q2	–	Sell	-1,284	Closed	-$303K	–	109
2025 Q1	$303K	Hold	1,284	–	–	0.15%	68
2024 Q4	$293K	Hold	1,284	–	–	0.15%	70
2024 Q3	$316K	Hold	1,284	–	–	0.16%	69
2024 Q2	$291K	Hold	1,284	–	–	0.17%	69
2024 Q1	$316K	Buy	1,284 +366	+40%	+$90.1K	0.19%	64
2023 Q4	$225K	Sell	918 -134	-13%	-$29.5K	0.15%	69
2023 Q3	$214K	Sell	1,052 -7,489	-88%	-$1.63M	0.23%	48
2023 Q2	$1.75M	Buy	8,541 +2,892	+51%	+$575K	1.37%	32
2023 Q1	$1.14M	Buy	+5,649	New	+$1.14M	0.96%	33
2022 Q2	–	Sell	-843	Closed	-$230K	–	88
2022 Q1	$230K	Hold	843	–	–	0.2%	73
2021 Q4	$212K	Buy	+843	New	+$200K	0.16%	72

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Peak Financial Advisors's UNP Position: Q2 2025 in Review

Peak Financial Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 1,284 shares — an estimated $303K sold.

Peak Financial Advisors first reported a position in UNP in Q4 2021 and held it in 11 quarters. The position peaked at $1.75M in Q2 2023. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Peak Financial Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 1,284 Union Pacific shares in Q2 2025, an estimated $303K.
Peak Financial Advisors first reported a position in Union Pacific in Q4 2021 and held it in 11 quarters.
Peak Financial Advisors's Union Pacific position peaked at $1.75M in Q2 2023.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.