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TrueWealth Advisors’s Union Pacific UNP Stock Holding History

TrueWealth Advisors’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
2024
Q4 		– Sell
-870
Closed -$214K – 243
2024
Q3 		$214K Buy
+870
New +$211K 0.07% 215
2024
Q2 		– Sell
-896
Closed -$220K – 234
2024
Q1 		$220K Sell
896
-91
-9% -$22.4K 0.09% 195
2023
Q4 		$242K Sell
987
-139
-12% -$30.6K 0.09% 170
2023
Q3 		$229K Buy
1,126
+37
+3% +$8.06K 0.1% 169
2023
Q2 		$223K Buy
+1,089
New +$216K 0.09% 172

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 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

TrueWealth Advisors's UNP Position: Q4 2024 in Review

TrueWealth Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 870 shares — an estimated $214K sold.

TrueWealth Advisors first reported a position in UNP in Q2 2023 and held it in 5 quarters. The position peaked at $242K in Q4 2023. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • TrueWealth Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 870 Union Pacific shares in Q4 2024, an estimated $214K.
  • TrueWealth Advisors first reported a position in Union Pacific in Q2 2023 and held it in 5 quarters.
  • TrueWealth Advisors's Union Pacific position peaked at $242K in Q4 2023.
  • 2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.