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Reston Wealth Management’s Union Pacific UNP Stock Holding History

Reston 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
2024
Q4 		– Sell
-1,450
Closed -$357K – 410
2024
Q3 		$357K Buy
1,450
+26
+2% +$6.3K 0.13% 35
2024
Q2 		$322K Sell
1,424
-468
-25% -$110K 0.13% 38
2024
Q1 		$465K Sell
1,892
-123
-6% -$30.3K 0.19% 35
2023
Q4 		$495K Buy
2,015
+28
+1% +$6.16K 0.23% 28
2023
Q3 		$405K Buy
1,987
+2
+0.1% +$436 0.2% 31
2023
Q2 		$406K Buy
1,985
+5
+0.3% +$994 0.19% 32
2023
Q1 		$399K Sell
1,980
-3
-0.2% -$608 0.21% 30
2022
Q4 		$411K Buy
1,983
+3
+0.2% +$615 0.23% 31
2022
Q3 		$386K Sell
1,980
-177
-8% -$39.2K 0.23% 34
2022
Q2 		$460K Sell
2,157
-26
-1% -$5.92K 0.26% 33
2022
Q1 		$596K Buy
2,183
+106
+5% +$26.8K 0.31% 27
2021
Q4 		$523K Buy
2,077
+36
+2% +$8.53K 0.25% 29
2021
Q3 		$400K Sell
2,041
-20
-1% -$4.32K 0.21% 31
2021
Q2 		$453K Buy
2,061
+2
+0.1% +$445 0.23% 32
2021
Q1 		$454K Sell
2,059
-159
-7% -$33.4K 0.24% 30
2020
Q4 		$462K Buy
+2,218
New +$443K 0.26% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

Reston Wealth Management's UNP Position: Q4 2024 in Review

Reston Wealth Management sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 1,450 shares — an estimated $357K sold.

Reston Wealth Management first reported a position in UNP in Q4 2020 and held it in 16 quarters. The position peaked at $596K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • Reston Wealth Management reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,450 Union Pacific shares in Q4 2024, an estimated $357K.
  • Reston Wealth Management first reported a position in Union Pacific in Q4 2020 and held it in 16 quarters.
  • Reston Wealth Management's Union Pacific position peaked at $596K in Q1 2022.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.