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PFG Private Wealth Management’s Union Pacific UNP Stock Holding History

PFG Private Wealth Management’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
-584
Closed -$138K – 237
2025
Q1 		$138K Buy
584
+4
+0.7% +$963 0.07% 76
2024
Q4 		$132K Buy
580
+9
+2% +$2.13K 0.08% 70
2024
Q3 		$141K Sell
571
-92
-14% -$22.3K 0.08% 73
2024
Q2 		$150K Sell
663
-34
-5% -$7.97K 0.09% 68
2024
Q1 		$171K Buy
697
+9
+1% +$2.21K 0.11% 63
2023
Q4 		$169K Buy
688
+551
+402% +$121K 0.11% 53
2023
Q3 		$27.9K Sell
137
-314
-70% -$68.4K 0.02% 151
2023
Q2 		$92.3K Buy
451
+2
+0.4% +$398 0.05% 115
2023
Q1 		$90.4K Buy
449
+57
+15% +$11.6K 0.06% 112
2022
Q4 		$81K Sell
392
-8
-2% -$1.64K 0.05% 109
2022
Q3 		$78K Buy
400
+8
+2% +$1.77K 0.05% 106
2022
Q2 		$84K Buy
+392
New +$89.2K 0.05% 124
2022
Q1 		– Sell
-428
Closed -$108K – 354
2021
Q4 		$108K Buy
428
+81
+23% +$19.2K 0.06% 93
2021
Q3 		$68K Buy
+347
New +$74.9K 0.04% 136

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's UNP Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 584 shares — an estimated $138K sold.

PFG Private Wealth Management first reported a position in UNP in Q3 2021 and held it in 14 quarters. The position peaked at $171K in Q1 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 584 Union Pacific shares in Q2 2025, an estimated $138K.
  • PFG Private Wealth Management first reported a position in Union Pacific in Q3 2021 and held it in 14 quarters.
  • PFG Private Wealth Management's Union Pacific position peaked at $171K in Q1 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.