RW Investment Management’s Union Pacific UNP Stock Holding History

RW Investment 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 Q3	$218K	Hold	921	–	–	0.02%	103
2025 Q2	$212K	Buy	+921	New	+$204K	0.02%	104
2025 Q1	–	Sell	-1,521	Closed	-$347K	–	104
2024 Q4	$347K	Hold	1,521	–	–	0.04%	74
2024 Q3	$375K	Hold	1,521	–	–	0.05%	71
2024 Q2	$344K	Sell	1,521 -14	-0.9%	-$3.28K	0.05%	72
2024 Q1	$378K	Buy	1,535 +14	+0.9%	+$3.44K	0.05%	71
2023 Q4	$374K	Hold	1,521	–	–	0.06%	61
2023 Q3	$310K	Hold	1,521	–	–	0.06%	69
2023 Q2	$311K	Hold	1,521	–	–	0.06%	68
2023 Q1	$306K	Hold	1,521	–	–	0.09%	66
2022 Q4	$315K	Buy	+1,521	New	+$312K	0.12%	59

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RW Investment Management's UNP Position: Q3 2025 in Review

RW Investment Management held its Union Pacific (UNP) position steady in Q3 2025 at 921 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #103.

RW Investment Management first reported a position in UNP in Q4 2022 and has held it in 11 quarters since. The position peaked at $378K in Q1 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

RW Investment Management held 921 shares of Union Pacific worth $218K as of Q3 2025.
RW Investment Management left its Union Pacific share count unchanged in Q3 2025.
Union Pacific made up 0.02% of RW Investment Management's portfolio in Q3 2025, its #103 holding.
RW Investment Management first reported a position in Union Pacific in Q4 2022 and has held it in 11 quarters since.
RW Investment Management's Union Pacific position peaked at $378K in Q1 2024.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on RW Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.