Stephens Consulting’s Union Pacific UNP Stock Holding History

Stephens Consulting’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 Q4	$31.2K	Buy	135 +44	+48%	+$10K	0.01%	168
2025 Q3	$21.5K	Sell	91 -20	-18%	-$4.51K	0.01%	183
2025 Q2	$25.5K	Buy	111 +12	+12%	+$2.66K	0.01%	248
2025 Q1	$23.4K	Sell	99 -22	-18%	-$5.3K	0.01%	248
2024 Q4	$27.6K	Hold	121	–	–	0.01%	238
2024 Q3	$29.8K	Sell	121 -4	-3%	-$970	0.01%	229
2024 Q2	$28.3K	Sell	125 -82	-40%	-$19.2K	0.01%	237
2024 Q1	$51K	Hold	207	–	–	0.02%	176
2023 Q4	$50.9K	Hold	207	–	–	0.02%	177
2023 Q3	$42.1K	Buy	207 +1	+0.5%	+$218	0.02%	185
2023 Q2	$42.1K	Hold	206	–	–	0.02%	183
2023 Q1	$41.4K	Sell	206 -55	-21%	-$11.1K	0.02%	189
2022 Q4	$54.1K	Sell	261 -45	-15%	-$9.23K	0.04%	164
2022 Q3	$59.6K	Buy	306 +10	+3%	+$2.21K	0.05%	155
2022 Q2	$63.1K	Sell	296 -9	-3%	-$2.05K	0.05%	152
2022 Q1	$83.4K	Buy	305 +148	+94%	+$37.4K	0.07%	144
2021 Q4	$39.5K	Buy	+157	New	+$37.2K	0.03%	227

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's UNP Position: Q4 2025 in Review

Stephens Consulting increased its Union Pacific (UNP) stake by 48% in Q4 2025, buying an estimated $10K and bringing the position to 135 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #168.

Stephens Consulting first reported a position in UNP in Q4 2021 and has held it in 17 quarters since. The position peaked at $83.4K in Q1 2022. 2,744 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

Stephens Consulting held 135 shares of Union Pacific worth $31.2K as of Q4 2025.
Stephens Consulting bought 44 Union Pacific shares in Q4 2025, an estimated $10K.
Union Pacific made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #168 holding.
Stephens Consulting first reported a position in Union Pacific in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Union Pacific position peaked at $83.4K in Q1 2022.
2,744 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.