Alan B. Lancz & Associates’s Union Pacific UNP Stock Holding History

Alan B. Lancz & Associates’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
2026 Q1	–	Sell	-1,056	Closed	-$244K	–	139
2025 Q4	$244K	Hold	1,056	–	–	0.21%	114
2025 Q3	$250K	Sell	1,056 -100	-9%	-$22.5K	0.23%	116
2025 Q2	$266K	Sell	1,156 -200	-15%	-$44.4K	0.27%	102
2025 Q1	$320K	Sell	1,356 -100	-7%	-$24.1K	0.34%	81
2024 Q4	$332K	Hold	1,456	–	–	0.34%	79
2024 Q3	$359K	Hold	1,456	–	–	0.33%	79
2024 Q2	$329K	Buy	+1,456	New	+$341K	0.33%	83
2023 Q4	$358K	Hold	1,456	–	–	0.38%	79
2023 Q3	$296K	Hold	1,456	–	–	0.34%	91
2023 Q2	$298K	Hold	1,456	–	–	0.32%	98
2023 Q1	$293K	Hold	1,456	–	–	0.3%	97
2022 Q4	$310K	Hold	1,456	–	–	0.31%	96
2022 Q3	$284K	Hold	1,456	–	–	0.34%	90
2022 Q2	$331K	Sell	1,456 -970	-40%	-$221K	0.33%	90
2022 Q1	$663K	Hold	2,426	–	–	0.59%	42
2021 Q4	$611K	Buy	+2,426	New	+$575K	0.53%	52

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alan B. Lancz & Associates's UNP Position: Q1 2026 in Review

Alan B. Lancz & Associates sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 1,056 shares — an estimated $244K sold.

Alan B. Lancz & Associates first reported a position in UNP in Q4 2021 and held it in 16 quarters. The position peaked at $663K in Q1 2022. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Alan B. Lancz & Associates reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Alan B. Lancz & Associates sold 1,056 Union Pacific shares in Q1 2026, an estimated $244K.
Alan B. Lancz & Associates first reported a position in Union Pacific in Q4 2021 and held it in 16 quarters.
Alan B. Lancz & Associates's Union Pacific position peaked at $663K in Q1 2022.
2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.