The Family Firm’s Union Pacific UNP Stock Holding History

The Family Firm’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 Q2	–	Sell	-1,316	Closed	-$311K	–	191
2025 Q1	$311K	Buy	1,316 +6	+0.5%	+$1.44K	0.07%	162
2024 Q4	$299K	Buy	1,310 +4	+0.3%	+$947	0.07%	168
2024 Q3	$322K	Buy	1,306 +189	+17%	+$45.8K	0.07%	160
2024 Q2	$253K	Buy	1,117 +9	+0.8%	+$2.11K	0.06%	175
2024 Q1	$273K	Hold	1,108	–	–	0.07%	164
2023 Q4	$272K	Buy	1,108 +12	+1%	+$2.64K	0.07%	156
2023 Q3	$223K	Buy	1,096 +7	+0.6%	+$1.52K	0.06%	164
2023 Q2	$223K	Sell	1,089 -69	-6%	-$13.7K	0.06%	173
2023 Q1	$233K	Buy	1,158 +5	+0.4%	+$1.01K	0.06%	160
2022 Q4	$239K	Buy	1,153 +15	+1%	+$3.08K	0.07%	164
2022 Q3	$222K	Sell	1,138 -547	-32%	-$121K	0.07%	160
2022 Q2	$359K	Buy	1,685 +7	+0.4%	+$1.59K	0.11%	124
2022 Q1	$458K	Hold	1,678	–	–	0.12%	103
2021 Q4	$423K	Buy	1,678 +5	+0.3%	+$1.18K	0.11%	112
2021 Q3	$382K	Buy	1,673 +11	+0.7%	+$2.38K	0.1%	115
2021 Q2	$366K	Buy	1,662 +4	+0.2%	+$891	0.1%	115
2021 Q1	$365K	Sell	1,658 -95	-5%	-$19.9K	0.11%	115
2020 Q4	$380K	Buy	1,753 +117	+7%	+$23.4K	0.11%	107
2020 Q3	$322K	Sell	1,636 -101	-6%	-$18.8K	0.12%	111
2020 Q2	$294K	Sell	1,737 -2,018	-54%	-$323K	0.11%	115
2020 Q1	$530K	Sell	3,755 -150	-4%	-$24.8K	0.23%	68
2019 Q4	$706K	Sell	3,905 -90	-2%	-$15.4K	0.24%	66
2019 Q3	$647K	Buy	3,995 +5	+0.1%	+$841	0.23%	69
2019 Q2	$675K	Buy	3,990 +24	+0.6%	+$4.11K	0.24%	67
2019 Q1	$663K	Sell	3,966 -139	-3%	-$22.4K	0.24%	66
2018 Q4	$567K	Sell	4,105 -73	-2%	-$10.8K	0.23%	66
2018 Q3	$680K	Sell	4,178 -101	-2%	-$15.2K	0.25%	62
2018 Q2	$606K	Sell	4,279 -30	-0.7%	-$4.18K	0.23%	67
2018 Q1	$579K	Hold	4,309	–	–	0.23%	66
2017 Q4	$578K	Buy	4,309 +9	+0.2%	+$1.08K	0.23%	62
2017 Q3	$499K	Buy	4,300 +5	+0.1%	+$536	0.21%	65
2017 Q2	$468K	Buy	4,295 +117	+3%	+$12.8K	0.21%	70
2017 Q1	$443K	Buy	4,178 +21	+0.5%	+$2.24K	0.21%	66
2016 Q4	$431K	Buy	4,157 +10	+0.2%	+$983	0.2%	68
2016 Q3	$404K	Buy	4,147 +5	+0.1%	+$468	0.19%	70
2016 Q2	$361K	Buy	4,142 +71	+2%	+$6K	0.18%	70
2016 Q1	$324K	Sell	4,071 -185	-4%	-$14.3K	0.16%	77
2015 Q4	$333K	Buy	4,256 +11	+0.3%	+$944	0.18%	75
2015 Q3	$375K	Buy	4,245 +2	+0%	+$183	0.2%	68
2015 Q2	$405K	Sell	4,243 -200	-5%	-$20.9K	0.21%	69
2015 Q1	$481K	Buy	4,443 +102	+2%	+$12K	0.24%	60
2014 Q4	$517K	Buy	+4,341	New	+$498K	0.27%	56

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

The Family Firm's UNP Position: Q2 2025 in Review

The Family Firm sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 1,316 shares — an estimated $311K sold.

The Family Firm first reported a position in UNP in Q4 2014 and held it in 42 quarters. The position peaked at $706K in Q4 2019. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

The Family Firm reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 1,316 Union Pacific shares in Q2 2025, an estimated $311K.
The Family Firm first reported a position in Union Pacific in Q4 2014 and held it in 42 quarters.
The Family Firm's Union Pacific position peaked at $706K in Q4 2019.
2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.