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Ruedi Wealth Management’s Union Pacific UNP Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-735
Closed -$174K – 303
2025
Q1 		$174K Hold
735
– – 0.05% 50
2024
Q4 		$168K Hold
735
– – 0.05% 49
2024
Q3 		$181K Sell
735
-9
-1% -$2.18K 0.06% 51
2024
Q2 		$168K Buy
744
+9
+1% +$2.11K 0.07% 51
2024
Q1 		$181K Hold
735
– – 0.08% 49
2023
Q4 		$181K Hold
735
– – 0.09% 48
2023
Q3 		$150K Hold
735
– – 0.09% 47
2023
Q2 		$150K Hold
735
– – 0.09% 47
2023
Q1 		$148K Sell
735
-64
-8% -$13K 0.1% 44
2022
Q4 		$165K Buy
+799
New +$164K 0.12% 44

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

Ruedi Wealth Management's UNP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 735 shares — an estimated $174K sold.

Ruedi Wealth Management first reported a position in UNP in Q4 2022 and held it in 10 quarters. The position peaked at $181K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 735 Union Pacific shares in Q2 2025, an estimated $174K.
  • Ruedi Wealth Management first reported a position in Union Pacific in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Union Pacific position peaked at $181K in Q3 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.