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Sterling Financial Group’s Union Pacific UNP Stock Holding History

Sterling Financial 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 		$461K Sell
1,952
-79
-4% -$17.8K 0.15% 52
2025
Q2 		$467K Hold
2,031
– – 0.16% 46
2025
Q1 		$480K Sell
2,031
-45
-2% -$10.8K 0.17% 42
2024
Q4 		$473K Sell
2,076
-800
-28% -$189K 0.18% 44
2024
Q3 		$709K Sell
2,876
-160
-5% -$38.8K 0.3% 32
2024
Q2 		$687K Buy
3,036
+265
+10% +$62.1K 0.31% 35
2024
Q1 		$681K Buy
2,771
+1,500
+118% +$369K 0.32% 33
2023
Q4 		$312K Hold
1,271
– – 0.19% 47
2023
Q3 		$259K Sell
1,271
-50
-4% -$10.9K 0.16% 54
2023
Q2 		$270K Sell
1,321
-95
-7% -$18.9K 0.18% 47
2023
Q1 		$293K Hold
1,416
– – 0.22% 43
2022
Q4 		$293K Buy
+1,416
New +$290K 0.22% 43

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

Sterling Financial Group's UNP Position: Q3 2025 in Review

Sterling Financial Group reduced its Union Pacific (UNP) stake by 3.9% in Q3 2025, selling an estimated $17.8K and leaving 1,952 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #52.

Sterling Financial Group first reported a position in UNP in Q4 2022 and has held it in 12 quarters since. The position peaked at $709K in Q3 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Sterling Financial Group held 1,952 shares of Union Pacific worth $461K as of Q3 2025.
  • Sterling Financial Group sold 79 Union Pacific shares in Q3 2025, an estimated $17.8K.
  • Union Pacific made up 0.15% of Sterling Financial Group's portfolio in Q3 2025, its #52 holding.
  • Sterling Financial Group first reported a position in Union Pacific in Q4 2022 and has held it in 12 quarters since.
  • Sterling Financial Group's Union Pacific position peaked at $709K in Q3 2024.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.