Spectrum Wealth Counsel’s Union Pacific UNP Stock Holding History

Spectrum Wealth Counsel’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 Q1	$126K	Hold	532	–	–	0.02%	136
2024 Q4	$121K	Hold	532	–	–	0.01%	137
2024 Q3	$131K	Sell	532 -748	-58%	-$181K	0.02%	134
2024 Q2	$290K	Sell	1,280 -221	-15%	-$51.8K	0.04%	112
2024 Q1	$369K	Sell	1,501 -7	-0.5%	-$1.72K	0.05%	113
2023 Q4	$370K	Buy	+1,508	New	+$332K	0.05%	106

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Spectrum Wealth Counsel's UNP Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Union Pacific (UNP) position steady in Q1 2025 at 532 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #136.

Spectrum Wealth Counsel first reported a position in UNP in Q4 2023 and has held it in 6 quarters since. The position peaked at $370K in Q4 2023. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Spectrum Wealth Counsel held 532 shares of Union Pacific worth $126K as of Q1 2025.
Spectrum Wealth Counsel left its Union Pacific share count unchanged in Q1 2025.
Union Pacific made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #136 holding.
Spectrum Wealth Counsel first reported a position in Union Pacific in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Union Pacific position peaked at $370K in Q4 2023.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.