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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
2019
Q3 		– Sell
-3,000
Closed -$2K – 136
2019
Q2 		$2K Buy
+3,000
New +$514K ﹤0.01% 130

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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

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.