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Wambolt & Associates’s Union Pacific UNP Stock Holding History

Wambolt & Associates’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
Q2 		$270K Buy
1,148
+159
+16% +$35.3K 0.09% 154
2025
Q1 		$235K Sell
989
-69
-7% -$16.6K 0.08% 164
2024
Q4 		$241K Buy
1,058
+6
+0.6% +$1.42K 0.08% 169
2024
Q3 		$258K Sell
1,052
-56
-5% -$13.6K 0.07% 179
2024
Q2 		$249K Sell
1,108
-152
-12% -$35.6K 0.07% 183
2024
Q1 		$307K Sell
1,260
-689
-35% -$170K 0.09% 182
2023
Q4 		$479K Sell
1,949
-432
-18% -$95K 0.16% 164
2023
Q3 		$483K Sell
2,381
-76
-3% -$16.6K 0.18% 163
2023
Q2 		$503K Buy
2,457
+144
+6% +$28.6K 0.18% 158
2023
Q1 		$461K Buy
2,313
+1
+0% +$203 0.16% 172
2022
Q4 		$479K Sell
2,312
-55
-2% -$11.3K 0.18% 157
2022
Q3 		$461K Sell
2,367
-24
-1% -$5.31K 0.2% 151
2022
Q2 		$510K Sell
2,391
-8
-0.3% -$1.82K 0.21% 144
2022
Q1 		$624K Buy
2,399
+32
+1% +$8.08K 0.23% 137
2021
Q4 		$596K Sell
2,367
-8
-0.3% -$1.9K 0.22% 139
2021
Q3 		$479K Hold
2,375
– – 0.19% 150
2021
Q2 		$531K Buy
2,375
+1
+0% +$223 0.23% 142
2021
Q1 		$523K Sell
2,374
-14
-0.6% -$2.94K 0.27% 123
2020
Q4 		$497K Buy
2,388
+8
+0.3% +$1.6K 0.3% 117
2020
Q3 		$469K Sell
2,380
-233
-9% -$43.3K 0.35% 105
2020
Q2 		$442K Sell
2,613
-1,751
-40% -$281K 0.35% 106
2020
Q1 		$616K Sell
4,364
-122
-3% -$20.2K 0.64% 54
2019
Q4 		$811K Sell
4,486
-10
-0.2% -$1.71K 0.62% 52
2019
Q3 		$728K Buy
4,496
+120
+3% +$20.2K 0.6% 54
2019
Q2 		$740K Buy
4,376
+344
+9% +$58.9K 0.63% 50
2019
Q1 		$670K Buy
4,032
+155
+4% +$24.9K 0.61% 49
2018
Q4 		$536K Buy
+3,877
New +$574K 0.59% 49

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wambolt & Associates's UNP Position: Q2 2025 in Review

Wambolt & Associates increased its Union Pacific (UNP) stake by 16% in Q2 2025, buying an estimated $35.3K and bringing the position to 1,148 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #154.

Wambolt & Associates first reported a position in UNP in Q4 2018 and has held it in 27 quarters since. The position peaked at $811K in Q4 2019. 2,665 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Wambolt & Associates held 1,148 shares of Union Pacific worth $270K as of Q2 2025.
  • Wambolt & Associates bought 159 Union Pacific shares in Q2 2025, an estimated $35.3K.
  • Union Pacific made up 0.09% of Wambolt & Associates's portfolio in Q2 2025, its #154 holding.
  • Wambolt & Associates first reported a position in Union Pacific in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Union Pacific position peaked at $811K in Q4 2019.
  • 2,665 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.