Private Wealth Partners’s Union Pacific UNP Stock Holding History

Private Wealth Partners’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	-3,083	Closed	-$703K	–	186
2024 Q4	$703K	Buy	3,083 +82	+3%	+$19.4K	0.05%	109
2024 Q3	$740K	Hold	3,001	–	–	0.06%	103
2024 Q2	$679K	Hold	3,001	–	–	0.05%	101
2024 Q1	$738K	Hold	3,001	–	–	0.06%	92
2023 Q4	$737K	Sell	3,001 -150	-5%	-$33K	0.06%	98
2023 Q3	$642K	Hold	3,151	–	–	0.06%	99
2023 Q2	$645K	Sell	3,151 -100	-3%	-$19.9K	0.06%	99
2023 Q1	$654K	Buy	+3,251	New	+$659K	0.07%	102
2021 Q1	–	Sell	-3,551	Closed	-$739K	–	115
2020 Q4	$739K	Hold	3,551	–	–	0.08%	75
2020 Q3	$699K	Hold	3,551	–	–	0.08%	70
2020 Q2	$600K	Hold	3,551	–	–	0.08%	74
2020 Q1	$501K	Hold	3,551	–	–	0.08%	81
2019 Q4	$642K	Hold	3,551	–	–	0.09%	81
2019 Q3	$575K	Hold	3,551	–	–	0.09%	81
2019 Q2	$601K	Buy	+3,551	New	+$609K	0.09%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Private Wealth Partners's UNP Position: Q1 2025 in Review

Private Wealth Partners sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 3,083 shares — an estimated $703K sold.

Private Wealth Partners first reported a position in UNP in Q2 2019 and held it in 15 quarters. The position peaked at $740K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Private Wealth Partners reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 3,083 Union Pacific shares in Q1 2025, an estimated $703K.
Private Wealth Partners first reported a position in Union Pacific in Q2 2019 and held it in 15 quarters.
Private Wealth Partners's Union Pacific position peaked at $740K in Q3 2024.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.