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Stillwater Wealth Management Group’s Union Pacific UNP Stock Holding History

Stillwater Wealth 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
Q1 		$258K Sell
1,092
-4,025
-79% -$969K 0.22% 59
2024
Q4 		$1.17M Buy
+5,117
New +$1.21M 1.05% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stillwater Wealth Management Group's UNP Position: Q1 2025 in Review

Stillwater Wealth Management Group reduced its Union Pacific (UNP) stake by 79% in Q1 2025, selling an estimated $969K and leaving 1,092 shares worth $258K. The position accounts for 0.22% of the portfolio, ranked #59.

Stillwater Wealth Management Group first reported a position in UNP in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2024. 2,695 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Stillwater Wealth Management Group held 1,092 shares of Union Pacific worth $258K as of Q1 2025.
  • Stillwater Wealth Management Group sold 4,025 Union Pacific shares in Q1 2025, an estimated $969K.
  • Union Pacific made up 0.22% of Stillwater Wealth Management Group's portfolio in Q1 2025, its #59 holding.
  • Stillwater Wealth Management Group first reported a position in Union Pacific in Q4 2024 and has held it in 2 quarters since.
  • Stillwater Wealth Management Group's Union Pacific position peaked at $1.17M in Q4 2024.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.