Wealth Advisory Solutions’s Union Pacific UNP Stock Holding History

Wealth Advisory Solutions’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	-21,766	Closed	-$5.01M	–	143
2025 Q2	$5.01M	Buy	21,766 +65	+0.3%	+$14.4K	1.27%	18
2025 Q1	$5.13M	Buy	+21,701	New	+$5.22M	1.36%	18
2023 Q2	–	Sell	-1,825	Closed	-$367K	–	132
2023 Q1	$367K	Buy	+1,825	New	+$370K	0.1%	99
2022 Q2	–	Sell	-1,101	Closed	-$301K	–	160
2022 Q1	$301K	Buy	+1,101	New	+$278K	0.06%	122
2020 Q4	–	Sell	-1,030	Closed	-$203K	–	195
2020 Q3	$203K	Buy	+1,030	New	+$191K	0.05%	174
2020 Q2	–	Sell	-1,500	Closed	-$212K	–	187
2020 Q1	$212K	Buy	+1,500	New	+$248K	0.07%	146

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

Wealth Advisory Solutions's UNP Position: Q3 2025 in Review

Wealth Advisory Solutions sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 21,766 shares — an estimated $5.01M sold.

Wealth Advisory Solutions first reported a position in UNP in Q1 2020 and held it in 6 quarters. The position peaked at $5.13M in Q1 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Wealth Advisory Solutions reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 21,766 Union Pacific shares in Q3 2025, an estimated $5.01M.
Wealth Advisory Solutions first reported a position in Union Pacific in Q1 2020 and held it in 6 quarters.
Wealth Advisory Solutions's Union Pacific position peaked at $5.13M in Q1 2025.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Wealth Advisory Solutions's 13F filing for Q3 2025, filed 27 Oct 2025.