Asset Dedication LLC’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$183K Sell
671
-261
-28% -$68.5K 0.01% 338
2026
Q1
$226K Sell
932
-22
-2% -$5.39K 0.02% 299
2025
Q4
$221K Sell
954
-74
-7% -$16.9K 0.01% 304
2025
Q3
$243K Buy
1,028
+461
+81% +$104K 0.02% 306
2025
Q2
$130K Buy
567
+18
+3% +$4K 0.01% 377
2025
Q1
$130K Buy
549
+28
+5% +$6.74K 0.01% 344
2024
Q4
$119K Sell
521
-146
-22% -$34.6K 0.01% 358
2024
Q3
$164K Sell
667
-140
-17% -$33.9K 0.01% 355
2024
Q2
$183K Sell
807
-302
-27% -$70.8K 0.01% 330
2024
Q1
$273K Sell
1,109
-103
-8% -$25.3K 0.02% 271
2023
Q4
$299K Buy
1,212
+38
+3% +$8.36K 0.02% 260
2023
Q3
$239K Sell
1,174
-17
-1% -$3.7K 0.02% 282
2023
Q2
$244K Sell
1,191
-46
-4% -$9.14K 0.02% 285
2023
Q1
$248K Buy
1,237
+100
+9% +$20.3K 0.02% 284
2022
Q4
$237K Hold
1,137
0.02% 283
2022
Q3
$222K Buy
+1,137
New +$252K 0.02% 273
2022
Q2
Sell
-1,100
Closed -$300K 967
2022
Q1
$300K Buy
1,100
+155
+16% +$39.1K 0.03% 257
2021
Q4
$238K Sell
945
-8
-0.8% -$1.9K 0.03% 257
2021
Q3
$188K Buy
953
+90
+10% +$19.4K 0.02% 280
2021
Q2
$190K Buy
863
+255
+42% +$56.8K 0.03% 267
2021
Q1
$134K Hold
608
0.03% 259
2020
Q4
$128K Sell
608
-31
-5% -$6.19K 0.03% 275
2020
Q3
$126K Sell
639
-479
-43% -$89K 0.03% 267
2020
Q2
$188K Sell
1,118
-895
-44% -$143K 0.05% 201
2020
Q1
$284K Buy
2,013
+840
+72% +$139K 0.08% 169
2019
Q4
$212K Buy
1,173
+144
+14% +$24.7K 0.06% 171
2019
Q3
$166K Buy
1,029
+1,013
+6,331% +$170K 0.06% 175
2019
Q2
$2K Hold
16
﹤0.01% 563
2019
Q1
$2K Hold
16
﹤0.01% 591
2018
Q4
$2K Hold
16
﹤0.01% 558
2018
Q3
$2K Hold
16
﹤0.01% 589
2018
Q2
$2K Hold
16
﹤0.01% 585
2018
Q1
$2K Buy
+16
New +$2.15K ﹤0.01% 496
2016
Q4
Sell
-200
Closed -$20K 423
2016
Q3
$20K Hold
200
0.01% 251
2016
Q2
$17K Sell
200
-16
-7% -$1.35K 0.01% 245
2016
Q1
$17K Sell
216
-225
-51% -$17.4K 0.01% 254
2015
Q4
$34K Buy
+441
New +$37.8K 0.02% 264

Other funds holding UNP

Asset Dedication LLC's UNP Position: Q2 2026 in Review

Asset Dedication LLC reduced its Union Pacific (UNP) stake by 28% in Q2 2026, selling an estimated $68.5K and leaving 671 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #338.

Asset Dedication LLC first reported a position in UNP in Q4 2015 and has held it in 37 quarters since. The position peaked at $300K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Asset Dedication LLC held 671 shares of Union Pacific worth $183K as of Q2 2026.
  • Asset Dedication LLC sold 261 Union Pacific shares in Q2 2026, an estimated $68.5K.
  • Union Pacific made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #338 holding.
  • Asset Dedication LLC first reported a position in Union Pacific in Q4 2015 and has held it in 37 quarters since.
  • Asset Dedication LLC's Union Pacific position peaked at $300K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.