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Western Pacific Wealth Management’s Union Pacific UNP Stock Holding History

Western Pacific 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
Q4 		– Sell
-285
Closed -$67.4K – 194
2025
Q3 		$67.4K Hold
285
– – 0.07% 115
2025
Q2 		$65.6K Sell
285
-42
-13% -$9.32K 0.06% 119
2025
Q1 		$77.3K Hold
327
– – 0.07% 113
2024
Q4 		$74.6K Sell
327
-444
-58% -$105K 0.06% 127
2024
Q3 		$190K Buy
771
+430
+126% +$104K 0.13% 63
2024
Q2 		$77.2K Sell
341
-72
-17% -$16.9K 0.06% 118
2024
Q1 		$102K Sell
413
-1,290
-76% -$317K 0.07% 98
2023
Q4 		$418K Sell
1,703
-24
-1% -$5.28K 0.31% 23
2023
Q3 		$352K Sell
1,727
-50
-3% -$10.9K 0.29% 23
2023
Q2 		$364K Sell
1,777
-290
-14% -$57.6K 0.28% 22
2023
Q1 		$416K Hold
2,067
– – 0.32% 19
2022
Q4 		$428K Buy
2,067
+24
+1% +$4.92K 0.36% 18
2022
Q3 		$398K Buy
2,043
+290
+17% +$64.2K 0.4% 18
2022
Q2 		$373K Hold
1,753
– – 0.36% 17
2022
Q1 		$478K Sell
1,753
-60
-3% -$15.2K 0.35% 22
2021
Q4 		$456K Buy
+1,813
New +$429K 0.29% 23

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Western Pacific Wealth Management's UNP Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 285 shares — an estimated $67.4K sold.

Western Pacific Wealth Management first reported a position in UNP in Q4 2021 and held it in 16 quarters. The position peaked at $478K in Q1 2022. 2,735 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Western Pacific Wealth Management reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 285 Union Pacific shares in Q4 2025, an estimated $67.4K.
  • Western Pacific Wealth Management first reported a position in Union Pacific in Q4 2021 and held it in 16 quarters.
  • Western Pacific Wealth Management's Union Pacific position peaked at $478K in Q1 2022.
  • 2,735 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.