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Shorepoint Capital Partners’s Union Pacific UNP Stock Holding History

Shorepoint Capital 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
2025
Q3 		$2.73M Buy
+11,530
New +$2.6M 0.54% 63
2025
Q1 		$2.66M Sell
11,270
-102
-0.9% -$24.6K 0.6% 62
2024
Q4 		$2.59M Sell
11,372
-142
-1% -$33.6K 0.59% 63
2024
Q3 		$2.84M Sell
11,514
-93
-0.8% -$22.6K 0.65% 64
2024
Q2 		$2.63M Buy
11,607
+266
+2% +$62.3K 0.62% 64
2024
Q1 		$2.79M Buy
11,341
+79
+0.7% +$19.4K 0.68% 56
2023
Q4 		$2.77M Buy
11,262
+174
+2% +$38.3K 0.74% 56
2023
Q3 		$2.26M Sell
11,088
-1,182
-10% -$257K 0.66% 59
2023
Q2 		$2.51M Sell
12,270
-265
-2% -$52.7K 0.71% 53
2023
Q1 		$2.52M Sell
12,535
-3,876
-24% -$786K 0.72% 53
2022
Q4 		$3.4M Sell
16,411
-82
-0.5% -$16.8K 0.94% 39
2022
Q3 		$3.21M Buy
16,493
+253
+2% +$56K 1.53% 23
2022
Q2 		$3.46M Buy
16,240
+216
+1% +$49.1K 1.46% 28
2022
Q1 		$4.38M Sell
16,024
-310
-2% -$78.3K 1.83% 18
2021
Q4 		$4.12M Buy
16,334
+91
+0.6% +$21.6K 1.67% 23
2021
Q3 		$3.18M Buy
+16,243
New +$3.51M 1.43% 31
2021
Q1 		$3.07M Buy
13,913
+1
+0% +$210 1.64% 27
2020
Q4 		$2.9M Buy
13,912
+677
+5% +$135K 1.61% 28
2020
Q3 		$2.61M Buy
13,235
+349
+3% +$64.9K 1.62% 26
2020
Q2 		$2.18M Buy
+12,886
New +$2.07M 1.42% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shorepoint Capital Partners's UNP Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Union Pacific (UNP) in Q3 2025: 11,530 shares worth $2.73M. The stake represents 0.54% of the portfolio and ranks #63 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in UNP as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in UNP in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.38M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Shorepoint Capital Partners held 11,530 shares of Union Pacific worth $2.73M as of Q3 2025.
  • Union Pacific was a new Shorepoint Capital Partners position in Q3 2025.
  • Union Pacific made up 0.54% of Shorepoint Capital Partners's portfolio in Q3 2025, its #63 holding.
  • Shorepoint Capital Partners first reported a position in Union Pacific in Q2 2020 and has held it in 20 quarters since.
  • Shorepoint Capital Partners's Union Pacific position peaked at $4.38M in Q1 2022.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.