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Waterway Wealth Management’s Union Pacific UNP Stock Holding History

Waterway Wealth 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
Q3 		– Sell
-2,701
Closed -$621K – 89
2025
Q2 		$621K Buy
+2,701
New +$600K 0.19% 57

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BlackRock
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waterway Wealth Management's UNP Position: Q3 2025 in Review

Waterway Wealth Management sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 2,701 shares — an estimated $621K sold.

Waterway Wealth Management first reported a position in UNP in Q2 2025 and held it in 1 quarter. The position peaked at $621K in Q2 2025. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Waterway Wealth Management reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 2,701 Union Pacific shares in Q3 2025, an estimated $621K.
  • Waterway Wealth Management first reported a position in Union Pacific in Q2 2025 and held it in 1 quarter.
  • Waterway Wealth Management's Union Pacific position peaked at $621K in Q2 2025.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Waterway Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.