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Rise Advisors’s Union Pacific UNP Stock Holding History

Rise Advisors’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
Q4 		– Sell
-519
Closed -$123K – 1354
2025
Q3 		$123K Buy
519
+3
+0.6% +$676 0.04% 141
2025
Q2 		$119K Sell
516
-119
-19% -$26.4K 0.05% 133
2025
Q1 		$150K Sell
635
-10
-2% -$2.41K 0.07% 111
2024
Q4 		$147K Sell
645
-74
-10% -$17.5K 0.07% 105
2024
Q3 		$177K Sell
719
-16
-2% -$3.88K 0.08% 104
2024
Q2 		$166K Sell
735
-326
-31% -$76.4K 0.09% 105
2024
Q1 		$261K Buy
1,061
+348
+49% +$85.6K 0.14% 75
2023
Q4 		$175K Buy
713
+57
+9% +$12.5K 0.12% 74
2023
Q3 		$134K Buy
656
+39
+6% +$8.49K 0.11% 80
2023
Q2 		$126K Buy
617
+4
+0.7% +$795 0.1% 90
2023
Q1 		$123K Buy
613
+4
+0.7% +$811 0.09% 90
2022
Q4 		$126K Buy
609
+1
+0.2% +$205 0.1% 84
2022
Q3 		$119K Buy
608
+299
+97% +$66.2K 0.1% 85
2022
Q2 		$66K Sell
309
-8
-3% -$1.82K 0.07% 120
2022
Q1 		$87K Sell
317
-3
-0.9% -$758 0.08% 110
2021
Q4 		$80.7K Buy
+320
New +$75.8K 0.08% 107

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's UNP Position: Q4 2025 in Review

Rise Advisors sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 519 shares — an estimated $123K sold.

Rise Advisors first reported a position in UNP in Q4 2021 and held it in 16 quarters. The position peaked at $261K in Q1 2024. 2,743 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Rise Advisors reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 519 Union Pacific shares in Q4 2025, an estimated $123K.
  • Rise Advisors first reported a position in Union Pacific in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Union Pacific position peaked at $261K in Q1 2024.
  • 2,743 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.