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Lakeridge Wealth Management’s Union Pacific UNP Stock Holding History

Lakeridge Wealth Management’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 		$454K Buy
1,668
+11
+0.7% +$2.89K 0.17% 112
2026
Q1 		$402K Buy
1,657
+40
+2% +$9.79K 0.17% 112
2025
Q4 		$374K Sell
1,617
-26
-2% -$5.93K 0.17% 112
2025
Q3 		$388K Buy
1,643
+3
+0.2% +$676 0.17% 100
2025
Q2 		$377K Sell
1,640
-63
-4% -$14K 0.17% 102
2025
Q1 		$402K Sell
1,703
-1,283
-43% -$309K 0.2% 97
2024
Q4 		$681K Buy
2,986
+7
+0.2% +$1.66K 0.35% 52
2024
Q3 		$734K Sell
2,979
-20
-0.7% -$4.85K 0.4% 44
2024
Q2 		$679K Buy
2,999
+3
+0.1% +$703 0.41% 46
2024
Q1 		$737K Buy
2,996
+1
+0% +$246 0.48% 42
2023
Q4 		$736K Buy
+2,995
New +$658K 0.53% 37

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

Lakeridge Wealth Management's UNP Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Union Pacific (UNP) stake by 0.66% in Q2 2026, buying an estimated $2.89K and bringing the position to 1,668 shares worth $454K. The position accounts for 0.17% of the portfolio, ranked #112.

Lakeridge Wealth Management first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $737K in Q1 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Lakeridge Wealth Management held 1,668 shares of Union Pacific worth $454K as of Q2 2026.
  • Lakeridge Wealth Management bought 11 Union Pacific shares in Q2 2026, an estimated $2.89K.
  • Union Pacific made up 0.17% of Lakeridge Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Lakeridge Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Union Pacific position peaked at $737K in Q1 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.