Turn8 Private Wealth’s Union Pacific UNP Stock Holding History

Turn8 Private 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 Q4	–	Sell	-13,112	Closed	-$3.1M	–	48
2025 Q3	$3.1M	Sell	13,112 -1,691	-11%	-$381K	2.22%	28
2025 Q2	$3.37M	Buy	14,803 +695	+5%	+$154K	2.43%	24
2025 Q1	$3.33M	Buy	14,108 +280	+2%	+$67.4K	2.61%	16
2024 Q4	$3.15M	Buy	+13,828	New	+$3.27M	2.25%	26

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Turn8 Private Wealth's UNP Position: Q4 2025 in Review

Turn8 Private Wealth sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 13,112 shares — an estimated $3.1M sold.

Turn8 Private Wealth first reported a position in UNP in Q4 2024 and held it in 4 quarters. The position peaked at $3.37M in Q2 2025. 2,744 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

Turn8 Private Wealth reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
Turn8 Private Wealth sold 13,112 Union Pacific shares in Q4 2025, an estimated $3.1M.
Turn8 Private Wealth first reported a position in Union Pacific in Q4 2024 and held it in 4 quarters.
Turn8 Private Wealth's Union Pacific position peaked at $3.37M in Q2 2025.
2,744 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Turn8 Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.