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Transform Wealth’s Union Pacific UNP Stock Holding History

Transform Wealth’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 		$1.26M Sell
5,344
-100
-2% -$24.1K 0.08% 131
2024
Q4 		$1.24M Buy
5,444
+4,528
+494% +$1.07M 0.07% 134
2024
Q3 		$226K Hold
916
– – 0.02% 209
2024
Q2 		$207K Sell
916
-5
-0.5% -$1.17K 0.02% 208
2024
Q1 		$227K Sell
921
-25
-3% -$6.15K 0.02% 208
2023
Q4 		$232K Sell
946
-84
-8% -$18.5K 0.02% 218
2023
Q3 		$210K Sell
1,030
-1
-0.1% -$218 0.02% 229
2023
Q2 		$211K Sell
1,031
-1,183
-53% -$235K 0.02% 248
2023
Q1 		$446K Sell
2,214
-649
-23% -$132K 0.04% 176
2022
Q4 		$593K Buy
2,863
+559
+24% +$115K 0.07% 136
2022
Q3 		$449K Sell
2,304
-396
-15% -$87.6K 0.06% 128
2022
Q2 		$576K Sell
2,700
-1,571
-37% -$357K 0.09% 118
2022
Q1 		$1.17M Sell
4,271
-313
-7% -$79K 0.13% 103
2021
Q4 		$1.16M Sell
4,584
-296
-6% -$70.1K 0.12% 106
2021
Q3 		$957K Sell
4,880
-410
-8% -$88.5K 0.11% 112
2021
Q2 		$1.16M Sell
5,290
-107
-2% -$23.8K 0.14% 114
2021
Q1 		$1.19M Buy
5,397
+120
+2% +$25.2K 0.24% 90
2020
Q4 		$1.1M Sell
5,277
-159
-3% -$31.8K 0.23% 98
2020
Q3 		$1.07M Sell
5,436
-78
-1% -$14.5K 0.17% 99
2020
Q2 		$932K Sell
5,514
-28
-0.5% -$4.49K 0.16% 102
2020
Q1 		$782K Buy
5,542
+230
+4% +$38K 0.17% 117
2019
Q4 		$960K Buy
5,312
+1,501
+39% +$257K 0.15% 122
2019
Q3 		$617K Sell
3,811
-2,473
-39% -$416K 0.11% 136
2019
Q2 		$1.06M Buy
6,284
+4,780
+318% +$819K 0.16% 132
2019
Q1 		$251K Sell
1,504
-250
-14% -$40.2K 0.05% 149
2018
Q4 		$242K Buy
1,754
+55
+3% +$8.15K 0.05% 159
2018
Q3 		$277K Hold
1,699
– – 0.05% 166
2018
Q2 		$241K Buy
1,699
+107
+7% +$14.9K 0.04% 197
2018
Q1 		$214K Buy
1,592
+50
+3% +$6.73K 0.04% 220
2017
Q4 		$207K Buy
+1,542
New +$186K 0.04% 238

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

Transform Wealth's UNP Position: Q1 2025 in Review

Transform Wealth reduced its Union Pacific (UNP) stake by 1.8% in Q1 2025, selling an estimated $24.1K and leaving 5,344 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #131.

Transform Wealth first reported a position in UNP in Q4 2017 and has held it in 30 quarters since. 2,695 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Transform Wealth held 5,344 shares of Union Pacific worth $1.26M as of Q1 2025.
  • Transform Wealth sold 100 Union Pacific shares in Q1 2025, an estimated $24.1K.
  • Union Pacific made up 0.08% of Transform Wealth's portfolio in Q1 2025, its #131 holding.
  • Transform Wealth first reported a position in Union Pacific in Q4 2017 and has held it in 30 quarters since.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.