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Lantz Financial’s Union Pacific UNP Stock Holding History

Lantz Financial’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
2025
Q4 		– Sell
-858
Closed -$203K – 256
2025
Q3 		$203K Sell
858
-17
-2% -$3.83K 0.04% 237
2025
Q2 		$201K Sell
875
-65
-7% -$14.4K 0.05% 229
2025
Q1 		$222K Buy
940
+2
+0.2% +$481 0.06% 203
2024
Q4 		$214K Buy
938
+11
+1% +$2.6K 0.06% 214
2024
Q3 		$228K Buy
+927
New +$225K 0.06% 203
2024
Q2 		– Sell
-897
Closed -$221K – 217
2024
Q1 		$221K Sell
897
-170
-16% -$41.8K 0.07% 192
2023
Q4 		$262K Buy
+1,067
New +$235K 0.09% 171
2023
Q1 		– Sell
-1,245
Closed -$258K – 201
2022
Q4 		$258K Buy
1,245
+115
+10% +$23.6K 0.12% 145
2022
Q3 		$220K Buy
1,130
+22
+2% +$4.87K 0.11% 143
2022
Q2 		$236K Buy
1,108
+46
+4% +$10.5K 0.11% 148
2022
Q1 		$290K Buy
1,062
+52
+5% +$13.1K 0.12% 141
2021
Q4 		$254K Buy
+1,010
New +$239K 0.12% 136

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lantz Financial's UNP Position: Q4 2025 in Review

Lantz Financial sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 858 shares — an estimated $203K sold.

Lantz Financial first reported a position in UNP in Q4 2021 and held it in 12 quarters. The position peaked at $290K in Q1 2022. 2,743 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

  • Lantz Financial reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
  • Lantz Financial sold 858 Union Pacific shares in Q4 2025, an estimated $203K.
  • Lantz Financial first reported a position in Union Pacific in Q4 2021 and held it in 12 quarters.
  • Lantz Financial's Union Pacific position peaked at $290K in Q1 2022.
  • 2,743 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.