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Sonora Investment Management Group’s Union Pacific UNP Stock Holding History

Sonora Investment Management Group’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 		$16.4M Sell
69,212
-289
-0.4% -$65.1K 1.16% 27
2025
Q2 		$16M Buy
69,501
+452
+0.7% +$100K 1.19% 25
2025
Q1 		$16.3M Buy
69,049
+751
+1% +$181K 1.29% 24
2024
Q4 		$15.6M Buy
68,298
+980
+1% +$232K 1.19% 25
2024
Q3 		$16.6M Buy
67,318
+1,540
+2% +$373K 1.23% 25
2024
Q2 		$16.2M Hold
65,778
– – 1.27% 21
2024
Q1 		$16.2M Buy
65,778
+2,095
+3% +$516K 1.27% 21
2023
Q4 		$15.6M Buy
63,683
+1,759
+3% +$387K 1.27% 25
2023
Q3 		$12.6M Buy
61,924
+1,222
+2% +$266K 1.08% 31
2023
Q2 		$12.4M Sell
60,702
-591
-1% -$117K 1.04% 34
2023
Q1 		$12.3M Buy
61,293
+2,367
+4% +$480K 1.08% 31
2022
Q4 		$12.2M Buy
58,926
+2,370
+4% +$486K 1.11% 30
2022
Q3 		$12.1M Hold
56,556
– – 1.55% 18
2022
Q2 		$12.1M Buy
56,556
+2,196
+4% +$500K 1.14% 27
2022
Q1 		$14.9M Buy
54,360
+2,279
+4% +$575K 1.68% 12
2021
Q4 		$13.1M Buy
+52,081
New +$12.3M 1.52% 14

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

Sonora Investment Management Group's UNP Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Union Pacific (UNP) stake by 0.42% in Q3 2025, selling an estimated $65.1K and leaving 69,212 shares worth $16.4M. The position accounts for 1.16% of the portfolio, ranked #27.

Sonora Investment Management Group first reported a position in UNP in Q4 2021 and has held it in 16 quarters since. The position peaked at $16.6M in Q3 2024. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Sonora Investment Management Group held 69,212 shares of Union Pacific worth $16.4M as of Q3 2025.
  • Sonora Investment Management Group sold 289 Union Pacific shares in Q3 2025, an estimated $65.1K.
  • Union Pacific made up 1.16% of Sonora Investment Management Group's portfolio in Q3 2025, its #27 holding.
  • Sonora Investment Management Group first reported a position in Union Pacific in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Union Pacific position peaked at $16.6M in Q3 2024.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.