West Oak Capital’s Union Pacific UNP Stock Holding History

West Oak Capital’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	$2K	Hold	845	–	–	0.08%	111
2025 Q2	$1.94K	Hold	845	–	–	0.08%	119
2025 Q1	$2K	Hold	845	–	–	0.08%	116
2024 Q4	$1.93M	Hold	845	–	–	0.07%	117
2024 Q3	$2.08K	Hold	845	–	–	0.04%	116
2024 Q2	$191K	Hold	845	–	–	0.08%	123
2024 Q1	$208K	Hold	845	–	–	0.09%	122
2023 Q4	$201K	Hold	845	–	–	0.09%	123
2023 Q3	$172K	Hold	845	–	–	0.09%	120
2023 Q2	$173K	Hold	845	–	–	0.08%	125
2023 Q1	$170K	Hold	845	–	–	0.09%	121
2022 Q4	$175K	Hold	845	–	–	0.09%	115
2022 Q3	$165K	Hold	845	–	–	0.09%	123
2022 Q2	$180K	Hold	845	–	–	0.09%	118
2022 Q1	$231K	Hold	845	–	–	0.1%	121
2021 Q4	$213K	Hold	845	–	–	0.08%	127
2021 Q3	$166K	Hold	845	–	–	0.06%	134
2021 Q2	$186K	Hold	845	–	–	0.07%	128
2021 Q1	$186K	Hold	845	–	–	0.08%	126
2020 Q4	$176K	Hold	845	–	–	0.08%	121
2020 Q3	$166K	Hold	845	–	–	0.09%	117
2020 Q2	$143K	Hold	845	–	–	0.08%	120
2020 Q1	$119K	Hold	845	–	–	0.08%	121
2019 Q4	$153K	Hold	845	–	–	0.09%	122
2019 Q3	$137K	Sell	845 -100	-11%	-$16.8K	0.08%	122
2019 Q2	$160K	Hold	945	–	–	0.1%	119
2019 Q1	$158K	Hold	945	–	–	0.1%	117
2018 Q4	$131K	Hold	945	–	–	0.09%	121
2018 Q3	$154K	Sell	945 -52	-5%	-$7.83K	0.09%	124
2018 Q2	$141K	Hold	997	–	–	0.09%	125
2018 Q1	$134K	Hold	997	–	–	0.08%	129
2017 Q4	$134K	Hold	997	–	–	0.08%	129
2017 Q3	$116K	Hold	997	–	–	0.07%	141
2017 Q2	$109K	Hold	997	–	–	0.07%	144
2017 Q1	$106K	Sell	997 -33	-3%	-$3.52K	0.07%	143
2016 Q4	$107K	Sell	1,030 -64	-6%	-$6.29K	0.07%	139
2016 Q3	$107K	Buy	1,094 +64	+6%	+$5.99K	0.07%	140
2016 Q2	$89.9K	Hold	1,030	–	–	0.06%	135
2016 Q1	$81.9K	Hold	1,030	–	–	0.06%	130
2015 Q4	$80.5K	Hold	1,030	–	–	0.06%	133
2015 Q3	$91.1K	Hold	1,030	–	–	0.07%	129
2015 Q2	$98.2K	Hold	1,030	–	–	0.07%	127
2015 Q1	$112K	Hold	1,030	–	–	0.08%	124
2014 Q4	$123K	Hold	1,030	–	–	0.09%	119
2014 Q3	$112K	Hold	1,030	–	–	0.08%	118
2014 Q2	$103K	Hold	1,030	–	–	0.07%	122
2014 Q1	$96.6K	Hold	1,030	–	–	0.07%	122
2013 Q4	$86.5K	Hold	1,030	–	–	0.06%	122
2013 Q3	$80K	Hold	1,030	–	–	0.06%	125
2013 Q2	$79.5K	Buy	+1,030	New	+$77.6K	0.07%	123

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

West Oak Capital's UNP Position: Q3 2025 in Review

West Oak Capital held its Union Pacific (UNP) position steady in Q3 2025 at 845 shares worth $2K. The position accounts for 0.08% of the portfolio, ranked #111.

West Oak Capital first reported a position in UNP in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.93M in Q4 2024. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

West Oak Capital held 845 shares of Union Pacific worth $2K as of Q3 2025.
West Oak Capital left its Union Pacific share count unchanged in Q3 2025.
Union Pacific made up 0.08% of West Oak Capital's portfolio in Q3 2025, its #111 holding.
West Oak Capital first reported a position in Union Pacific in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Union Pacific position peaked at $1.93M in Q4 2024.
2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.