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Lake Street Private Wealth’s Union Pacific UNP Stock Holding History

Lake Street Private Wealth’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
Q2 		$353K Sell
1,296
-50
-4% -$13.1K 0.04% 211
2026
Q1 		$327K Sell
1,346
-11
-0.8% -$2.69K 0.04% 204
2025
Q4 		$314K Buy
1,357
+2
+0.1% +$457 0.04% 218
2025
Q3 		$320K Buy
1,355
+4
+0.3% +$902 0.04% 208
2025
Q2 		$311K Sell
1,351
-60
-4% -$13.3K 0.04% 204
2025
Q1 		$333K Sell
1,411
-13
-0.9% -$3.13K 0.05% 186
2024
Q4 		$325K Sell
1,424
-290
-17% -$68.7K 0.05% 190
2024
Q3 		$422K Sell
1,714
-481
-22% -$117K 0.07% 177
2024
Q2 		$497K Sell
2,195
-37
-2% -$8.67K 0.06% 223
2024
Q1 		$549K Sell
2,232
-108
-5% -$26.6K 0.08% 214
2023
Q4 		$575K Sell
2,340
-1,015
-30% -$223K 0.09% 195
2023
Q3 		$685K Buy
3,355
+147
+5% +$32K 0.12% 160
2023
Q2 		$656K Sell
3,208
-136
-4% -$27K 0.12% 162
2023
Q1 		$673K Buy
3,344
+438
+15% +$88.8K 0.13% 159
2022
Q4 		$602K Buy
2,906
+75
+3% +$15.4K 0.12% 162
2022
Q3 		$552K Buy
2,831
+439
+18% +$97.1K 0.13% 154
2022
Q2 		$510K Sell
2,392
-352
-13% -$80.1K 0.11% 165
2022
Q1 		$750K Buy
2,744
+258
+10% +$65.1K 0.13% 152
2021
Q4 		$626K Buy
2,486
+900
+57% +$213K 0.11% 175
2021
Q3 		$311K Sell
1,586
-350
-18% -$75.6K 0.08% 180
2021
Q2 		$433K Sell
1,936
-64
-3% -$14.3K 0.11% 150
2021
Q1 		$441K Buy
2,000
+262
+15% +$55K 0.12% 150
2020
Q4 		$362K Buy
1,738
+94
+6% +$18.8K 0.1% 152
2020
Q3 		$324K Buy
1,644
+68
+4% +$12.6K 0.11% 134
2020
Q2 		$266K Sell
1,576
-3
-0.2% -$481 0.1% 137
2020
Q1 		$223K Sell
1,579
-446
-22% -$73.7K 0.1% 133
2019
Q4 		$366K Buy
2,025
+291
+17% +$49.8K 0.14% 130
2019
Q3 		$281K Buy
+1,734
New +$292K 0.13% 132

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lake Street Private Wealth's UNP Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Union Pacific (UNP) stake by 3.7% in Q2 2026, selling an estimated $13.1K and leaving 1,296 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #211.

Lake Street Private Wealth first reported a position in UNP in Q3 2019 and has held it in 28 quarters since. The position peaked at $750K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Lake Street Private Wealth held 1,296 shares of Union Pacific worth $353K as of Q2 2026.
  • Lake Street Private Wealth sold 50 Union Pacific shares in Q2 2026, an estimated $13.1K.
  • Union Pacific made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #211 holding.
  • Lake Street Private Wealth first reported a position in Union Pacific in Q3 2019 and has held it in 28 quarters since.
  • Lake Street Private Wealth's Union Pacific position peaked at $750K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.