Westfield Capital Management’s Union Pacific UNP Stock Holding History

Westfield Capital 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	-400,295	Closed	-$92.1M	–	277
2025 Q2	$92.1M	Sell	400,295 -26,370	-6%	-$5.85M	0.39%	75
2025 Q1	$101M	Sell	426,665 -364	-0.1%	-$87.6K	0.49%	57
2024 Q4	$97.4M	Sell	427,029 -142,833	-25%	-$33.8M	0.42%	70
2024 Q3	$140M	Buy	569,862 +142,590	+33%	+$34.6M	0.63%	38
2024 Q2	$96.7M	Buy	427,272 +4,780	+1%	+$1.12M	0.48%	60
2024 Q1	$104M	Buy	422,492 +13,858	+3%	+$3.41M	0.55%	51
2023 Q4	$100M	Sell	408,634 -7,492	-2%	-$1.65M	0.59%	48
2023 Q3	$84.7M	Sell	416,126 -21	-0%	-$4.57K	0.58%	54
2023 Q2	$85.2M	Sell	416,147 -20,868	-5%	-$4.15M	0.54%	63
2023 Q1	$88M	Sell	437,015 -62,589	-13%	-$12.7M	0.62%	52
2022 Q4	$103M	Buy	499,604 +39,413	+9%	+$8.08M	0.8%	34
2022 Q3	$89.7M	Sell	460,191 -7,816	-2%	-$1.73M	0.71%	37
2022 Q2	$99.8M	Sell	468,007 -114,203	-20%	-$26M	0.79%	33
2022 Q1	$159M	Sell	582,210 -9,054	-2%	-$2.29M	1.02%	18
2021 Q4	$149M	Sell	591,264 -146,694	-20%	-$34.7M	0.89%	25
2021 Q3	$145M	Buy	737,958 +51,457	+7%	+$11.1M	0.87%	24
2021 Q2	$151M	Sell	686,501 -35,881	-5%	-$7.99M	0.9%	22
2021 Q1	$159M	Buy	722,382 +131,045	+22%	+$27.5M	0.99%	21
2020 Q4	$123M	Sell	591,337 -51,960	-8%	-$10.4M	0.73%	38
2020 Q3	$127M	Buy	643,297 +155,505	+32%	+$28.9M	0.82%	35
2020 Q2	$82.5M	Sell	487,792 -91,299	-16%	-$14.6M	0.57%	55
2020 Q1	$81.7M	Buy	579,091 +1,257	+0.2%	+$208K	0.72%	43
2019 Q4	$104M	Buy	577,834 +34,997	+6%	+$5.99M	0.74%	42
2019 Q3	$87.9M	Sell	542,837 -137,137	-20%	-$23.1M	0.7%	44
2019 Q2	$115M	Sell	679,974 -30,113	-4%	-$5.16M	0.87%	30
2019 Q1	$119M	Sell	710,087 -394,262	-36%	-$63.5M	0.9%	26
2018 Q4	$153M	Sell	1,104,349 -63,320	-5%	-$9.38M	1.3%	15
2018 Q3	$190M	Sell	1,167,669 -24,153	-2%	-$3.64M	1.33%	12
2018 Q2	$169M	Buy	1,191,822 +104,691	+10%	+$14.6M	1.26%	16
2018 Q1	$146M	Buy	1,087,131 +148,437	+16%	+$20M	1.13%	19
2017 Q4	$126M	Buy	938,694 +57,858	+7%	+$6.98M	0.96%	21
2017 Q3	$102M	Buy	880,836 +196,219	+29%	+$21M	0.78%	32
2017 Q2	$74.6M	Buy	684,617 +95,580	+16%	+$10.4M	0.64%	52
2017 Q1	$62.4M	Sell	589,037 -689,873	-54%	-$73.6M	0.54%	62
2016 Q4	$133M	Buy	1,278,910 +34,135	+3%	+$3.36M	1.16%	17
2016 Q3	$121M	Sell	1,244,775 -198,085	-14%	-$18.5M	0.98%	23
2016 Q2	$126M	Sell	1,442,860 -229,919	-14%	-$19.4M	1.04%	26
2016 Q1	$133M	Buy	1,672,779 +636,521	+61%	+$49.2M	1.01%	26
2015 Q4	$81M	Sell	1,036,258 -470,297	-31%	-$40.3M	0.55%	62
2015 Q3	$133M	Sell	1,506,555 -112,313	-7%	-$10.2M	0.94%	32
2015 Q2	$154M	Buy	1,618,868 +1,586,898	+4,964%	+$165M	0.94%	28
2015 Q1	$3.46M	Buy	31,970 +5,720	+22%	+$671K	0.02%	259
2014 Q4	$3.13M	Buy	26,250 +21,250	+425%	+$2.44M	0.02%	252
2014 Q3	$542K	Sell	5,000 -600	-11%	-$62.1K	﹤0.01%	275
2014 Q2	$559K	Hold	5,600	–	–	﹤0.01%	286
2014 Q1	$525K	Hold	5,600	–	–	﹤0.01%	304
2013 Q4	$470K	Hold	5,600	–	–	﹤0.01%	297
2013 Q3	$435K	Hold	5,600	–	–	﹤0.01%	312
2013 Q2	$432K	Buy	+5,600	New	+$422K	﹤0.01%	315

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

Westfield Capital Management's UNP Position: Q3 2025 in Review

Westfield Capital Management sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 400,295 shares — an estimated $92.1M sold.

Westfield Capital Management first reported a position in UNP in Q2 2013 and held it in 49 quarters. The position peaked at $190M in Q3 2018. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Westfield Capital Management reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Westfield Capital Management sold 400,295 Union Pacific shares in Q3 2025, an estimated $92.1M.
Westfield Capital Management first reported a position in Union Pacific in Q2 2013 and held it in 49 quarters.
Westfield Capital Management's Union Pacific position peaked at $190M in Q3 2018.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.