Von Berge Wealth Management Group’s Union Pacific UNP Stock Holding History

Von Berge Wealth Management Group’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	-1,228	Closed	-$282K	–	44
2025 Q2	$282K	Hold	1,228	–	–	0.16%	48
2025 Q1	$265K	Hold	1,228	–	–	0.17%	47
2024 Q4	$307K	Hold	1,228	–	–	0.19%	48
2024 Q3	$305K	Sell	1,228 -48	-4%	-$11.6K	0.19%	47
2024 Q2	$287K	Hold	1,276	–	–	0.18%	48
2024 Q1	$314K	Buy	1,276 +48	+4%	+$11.8K	0.2%	45
2023 Q4	$292K	Hold	1,228	–	–	0.22%	49
2023 Q3	$250K	Hold	1,228	–	–	0.21%	50
2023 Q2	$251K	Hold	1,228	–	–	0.21%	52
2023 Q1	$245K	Hold	1,228	–	–	0.22%	51
2022 Q4	$249K	Hold	1,228	–	–	0.22%	50
2022 Q3	$238K	Hold	1,228	–	–	0.25%	45
2022 Q2	$254K	Hold	1,228	–	–	0.26%	45
2022 Q1	$302K	Hold	1,228	–	–	0.28%	45
2021 Q4	$300K	Buy	+1,228	New	+$291K	0.28%	41

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

Von Berge Wealth Management Group's UNP Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 1,228 shares — an estimated $282K sold.

Von Berge Wealth Management Group first reported a position in UNP in Q4 2021 and held it in 15 quarters. The position peaked at $314K in Q1 2024. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,228 Union Pacific shares in Q3 2025, an estimated $282K.
Von Berge Wealth Management Group first reported a position in Union Pacific in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Union Pacific position peaked at $314K in Q1 2024.
2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.