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Peak Retirement Planning’s Union Pacific UNP Stock Holding History

Peak Retirement Planning’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
-1,136
Closed -$259K – 110
2024
Q4 		$259K Buy
+1,136
New +$269K 0.18% 91

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

Peak Retirement Planning's UNP Position: Q1 2025 in Review

Peak Retirement Planning sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 1,136 shares — an estimated $259K sold.

Peak Retirement Planning first reported a position in UNP in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Peak Retirement Planning reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 1,136 Union Pacific shares in Q1 2025, an estimated $259K.
  • Peak Retirement Planning first reported a position in Union Pacific in Q4 2024 and held it in 1 quarter.
  • Peak Retirement Planning's Union Pacific position peaked at $259K in Q4 2024.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Peak Retirement Planning's 13F filing for Q1 2025, filed 4 Nov 2025.