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Pinnacle Wealth Management Group’s Union Pacific UNP Stock Holding History

Pinnacle Wealth Management Group’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
-848
Closed -$200K – 125
2025
Q1 		$200K Buy
+848
New +$204K 0.14% 100
2024
Q4 		– Sell
-848
Closed -$209K – 121
2024
Q3 		$209K Buy
+848
New +$206K 0.13% 111
2024
Q2 		– Sell
-848
Closed -$209K – 115
2024
Q1 		$209K Buy
+848
New +$209K 0.15% 98
2022
Q2 		– Sell
-750
Closed -$205K – 121
2022
Q1 		$205K Buy
+750
New +$189K 0.15% 118

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

Pinnacle Wealth Management Group's UNP Position: Q2 2025 in Review

Pinnacle Wealth Management Group sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 848 shares — an estimated $200K sold.

Pinnacle Wealth Management Group first reported a position in UNP in Q1 2022 and held it in 4 quarters. The position peaked at $209K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Pinnacle Wealth Management Group reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 848 Union Pacific shares in Q2 2025, an estimated $200K.
  • Pinnacle Wealth Management Group first reported a position in Union Pacific in Q1 2022 and held it in 4 quarters.
  • Pinnacle Wealth Management Group's Union Pacific position peaked at $209K in Q3 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2025, filed 31 Jul 2025.