WWP
UNP icon

WR Wealth Planners’s Union Pacific UNP Stock Holding History

WR Wealth Planners’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
2024
Q4 		$29.6K Sell
130
-37
-22% -$8.76K 0.01% 393
2024
Q3 		$41.2K Sell
167
-71
-30% -$17.2K 0.01% 361
2024
Q2 		$53.9K Sell
238
-286
-55% -$67K 0.02% 321
2024
Q1 		$129K Buy
+524
New +$129K 0.04% 227
2023
Q4 		– Sell
-360
Closed -$73.3K – 819
2023
Q3 		$73.3K Sell
360
-6
-2% -$1.31K 0.03% 277
2023
Q2 		$74.9K Buy
366
+59
+19% +$11.7K 0.03% 273
2023
Q1 		$61.8K Buy
+307
New +$62.2K 0.03% 292

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WR Wealth Planners's UNP Position: Q4 2024 in Review

WR Wealth Planners reduced its Union Pacific (UNP) stake by 22% in Q4 2024, selling an estimated $8.76K and leaving 130 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #393.

WR Wealth Planners first reported a position in UNP in Q1 2023 and has held it in 7 quarters since. The position peaked at $129K in Q1 2024. 2,696 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

  • WR Wealth Planners held 130 shares of Union Pacific worth $29.6K as of Q4 2024.
  • WR Wealth Planners sold 37 Union Pacific shares in Q4 2024, an estimated $8.76K.
  • Union Pacific made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #393 holding.
  • WR Wealth Planners first reported a position in Union Pacific in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Union Pacific position peaked at $129K in Q1 2024.
  • 2,696 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.