Van Hulzen Asset Management’s Union Pacific UNP Stock Holding History

Van Hulzen Asset Management’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	–	Sell	-347	Closed	-$79.1K	–	1065
2024 Q4	$79.1K	Buy	+347	New	+$82.2K	0.01%	435
2022 Q3	–	Sell	-1,471	Closed	-$314K	–	306
2022 Q2	$314K	Hold	1,471	–	–	0.04%	213
2022 Q1	$402K	Buy	1,471 +596	+68%	+$150K	0.04%	198
2021 Q4	$220K	Buy	+875	New	+$207K	0.02%	280
2020 Q3	–	Sell	-4,162	Closed	-$704K	–	283
2020 Q2	$704K	Sell	4,162 -12	-0.3%	-$1.92K	0.11%	105
2020 Q1	$589K	Hold	4,174	–	–	0.13%	103
2019 Q4	$755K	Sell	4,174 -51	-1%	-$8.73K	0.15%	107
2019 Q3	$684K	Buy	4,225 +12	+0.3%	+$2.02K	0.14%	104
2019 Q2	$712K	Hold	4,213	–	–	0.16%	100
2019 Q1	$704K	Buy	4,213 +87	+2%	+$14K	0.19%	89
2018 Q4	$570K	Buy	4,126 +51	+1%	+$7.56K	0.17%	95
2018 Q3	$664K	Hold	4,075	–	–	0.18%	99
2018 Q2	$577K	Hold	4,075	–	–	0.17%	93
2018 Q1	$548K	Hold	4,075	–	–	0.17%	104
2017 Q4	$546K	Buy	4,075 +875	+27%	+$106K	0.17%	113
2017 Q3	$371K	Hold	3,200	–	–	0.13%	120
2017 Q2	$349K	Buy	+3,200	New	+$349K	0.14%	96

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Van Hulzen Asset Management's UNP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Union Pacific (UNP) in Q1 2025, closing a stake of 347 shares — an estimated $79.1K sold.

Van Hulzen Asset Management first reported a position in UNP in Q2 2017 and held it in 17 quarters. The position peaked at $755K in Q4 2019. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

Van Hulzen Asset Management reported no remaining Union Pacific position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 347 Union Pacific shares in Q1 2025, an estimated $79.1K.
Van Hulzen Asset Management first reported a position in Union Pacific in Q2 2017 and held it in 17 quarters.
Van Hulzen Asset Management's Union Pacific position peaked at $755K in Q4 2019.
2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.