Values First Advisors’s Union Pacific UNP Stock Holding History

Values First 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
2025 Q3	–	Sell	-1,820	Closed	-$419K	–	184
2025 Q2	$419K	Buy	1,820 +853	+88%	+$189K	0.23%	116
2025 Q1	$228K	Sell	967 -374	-28%	-$90K	0.13%	154
2024 Q4	$306K	Buy	1,341 +919	+218%	+$218K	0.17%	138
2024 Q3	$104K	Buy	+422	New	+$102K	0.06%	180

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Values First Advisors's UNP Position: Q3 2025 in Review

Values First Advisors sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 1,820 shares — an estimated $419K sold.

Values First Advisors first reported a position in UNP in Q3 2024 and held it in 4 quarters. The position peaked at $419K in Q2 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Values First Advisors reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Values First Advisors sold 1,820 Union Pacific shares in Q3 2025, an estimated $419K.
Values First Advisors first reported a position in Union Pacific in Q3 2024 and held it in 4 quarters.
Values First Advisors's Union Pacific position peaked at $419K in Q2 2025.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.