United Asset Strategies’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-873
Closed -$201K 252
2025
Q2
$201K Hold
873
0.02% 238
2025
Q1
$206K Sell
873
-157
-15% -$37.8K 0.02% 232
2024
Q4
$235K Hold
1,030
0.02% 221
2024
Q3
$254K Hold
1,030
0.02% 215
2024
Q2
$233K Hold
1,030
0.02% 212
2024
Q1
$253K Hold
1,030
0.03% 211
2023
Q4
$253K Sell
1,030
-15
-1% -$3.3K 0.03% 212
2023
Q3
$213K Sell
1,045
-195
-16% -$42.5K 0.03% 217
2023
Q2
$254K Sell
1,240
-81
-6% -$16.1K 0.03% 206
2023
Q1
$266K Hold
1,321
0.04% 204
2022
Q4
$274K Sell
1,321
-425
-24% -$87.2K 0.04% 199
2022
Q3
$340K Hold
1,746
0.05% 172
2022
Q2
$372K Sell
1,746
-17
-1% -$3.87K 0.05% 168
2022
Q1
$482K Buy
1,763
+17
+1% +$4.29K 0.06% 155
2021
Q4
$440K Hold
1,746
0.05% 160
2021
Q3
$342K Sell
1,746
-33
-2% -$7.13K 0.04% 170
2021
Q2
$391K Sell
1,779
-12
-0.7% -$2.67K 0.05% 161
2021
Q1
$395K Sell
1,791
-173
-9% -$36.3K 0.06% 159
2020
Q4
$409K Buy
1,964
+243
+14% +$48.5K 0.06% 153
2020
Q3
$339K Sell
1,721
-25
-1% -$4.65K 0.06% 158
2020
Q2
$295K Buy
1,746
+20
+1% +$3.21K 0.06% 155
2020
Q1
$243K Hold
1,726
0.06% 155
2019
Q4
$312K Sell
1,726
-239
-12% -$40.9K 0.06% 169
2019
Q3
$318K Buy
1,965
+100
+5% +$16.8K 0.07% 150
2019
Q2
$315K Sell
1,865
-250
-12% -$42.8K 0.07% 152
2019
Q1
$354K Buy
+2,115
New +$340K 0.08% 159

Other funds holding UNP

United Asset Strategies's UNP Position: Q3 2025 in Review

United Asset Strategies sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 873 shares — an estimated $201K sold.

United Asset Strategies first reported a position in UNP in Q1 2019 and held it in 26 quarters. The position peaked at $482K in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • United Asset Strategies reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • United Asset Strategies sold 873 Union Pacific shares in Q3 2025, an estimated $201K.
  • United Asset Strategies first reported a position in Union Pacific in Q1 2019 and held it in 26 quarters.
  • United Asset Strategies's Union Pacific position peaked at $482K in Q1 2022.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on United Asset Strategies's 13F filing for Q3 2025, filed 23 Oct 2025.