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Waypoint Wealth Partners’s Union Pacific UNP Stock Holding History

Waypoint Wealth Partners’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 		$460K Hold
2,000
– – 0.11% 51
2025
Q1 		$472K Sell
2,000
-86
-4% -$20.7K 0.13% 41
2024
Q4 		$476K Hold
2,086
– – 0.13% 46
2024
Q3 		$514K Buy
+2,086
New +$506K 0.14% 44
2024
Q2 		– Sell
-2,000
Closed -$492K – 73
2024
Q1 		$492K Buy
+2,000
New +$492K 0.14% 43

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

Waypoint Wealth Partners's UNP Position: Q2 2025 in Review

Waypoint Wealth Partners held its Union Pacific (UNP) position steady in Q2 2025 at 2,000 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #51.

Waypoint Wealth Partners first reported a position in UNP in Q1 2024 and has held it in 5 quarters since. The position peaked at $514K in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Waypoint Wealth Partners held 2,000 shares of Union Pacific worth $460K as of Q2 2025.
  • Waypoint Wealth Partners left its Union Pacific share count unchanged in Q2 2025.
  • Union Pacific made up 0.11% of Waypoint Wealth Partners's portfolio in Q2 2025, its #51 holding.
  • Waypoint Wealth Partners first reported a position in Union Pacific in Q1 2024 and has held it in 5 quarters since.
  • Waypoint Wealth Partners's Union Pacific position peaked at $514K in Q3 2024.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.