Willow Creek Wealth Management’s Union Pacific UNP Stock Holding History

Willow Creek 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 Q3	$267K	Sell	1,130 -274	-20%	-$61.8K	0.02%	155
2025 Q2	$323K	Buy	1,404 +13	+0.9%	+$2.89K	0.03%	130
2025 Q1	$329K	Buy	1,391 +1	+0.1%	+$241	0.03%	118
2024 Q4	$317K	Sell	1,390 -28	-2%	-$6.63K	0.03%	124
2024 Q3	$350K	Buy	1,418 +28	+2%	+$6.79K	0.04%	118
2024 Q2	$315K	Hold	1,390	–	–	0.04%	119
2024 Q1	$342K	Sell	1,390 -125	-8%	-$30.8K	0.04%	114
2023 Q4	$372K	Buy	+1,515	New	+$333K	0.05%	97
2022 Q3	–	Sell	-951	Closed	-$203K	–	133
2022 Q2	$203K	Sell	951 -68	-7%	-$15.5K	0.04%	121
2022 Q1	$278K	Sell	1,019 -10	-1%	-$2.52K	0.06%	98
2021 Q4	$259K	Buy	+1,029	New	+$244K	0.05%	107

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

Willow Creek Wealth Management's UNP Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Union Pacific (UNP) stake by 20% in Q3 2025, selling an estimated $61.8K and leaving 1,130 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #155.

Willow Creek Wealth Management first reported a position in UNP in Q4 2021 and has held it in 11 quarters since. The position peaked at $372K in Q4 2023. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Willow Creek Wealth Management held 1,130 shares of Union Pacific worth $267K as of Q3 2025.
Willow Creek Wealth Management sold 274 Union Pacific shares in Q3 2025, an estimated $61.8K.
Union Pacific made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #155 holding.
Willow Creek Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 11 quarters since.
Willow Creek Wealth Management's Union Pacific position peaked at $372K in Q4 2023.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.