WTFG
UNP icon

Wood Tarver Financial Group’s Union Pacific UNP Stock Holding History

Wood Tarver Financial Group’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
-322
Closed -$74K – 613
2025
Q2 		$74K Hold
322
– – 0.02% 248
2025
Q1 		$76.1K Hold
322
– – 0.02% 227
2024
Q4 		$73K Buy
+322
New +$76.2K 0.02% 226

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wood Tarver Financial Group's UNP Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 322 shares — an estimated $74K sold.

Wood Tarver Financial Group first reported a position in UNP in Q4 2024 and held it in 3 quarters. The position peaked at $76.1K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 322 Union Pacific shares in Q3 2025, an estimated $74K.
  • Wood Tarver Financial Group first reported a position in Union Pacific in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Union Pacific position peaked at $76.1K in Q1 2025.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.