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Lebenthal Global Advisors’s Union Pacific UNP Stock Holding History

Lebenthal Global Advisors’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
Q2 		– Sell
-2,538
Closed -$600K – 206
2025
Q1 		$600K Buy
2,538
+146
+6% +$35.1K 0.11% 119
2024
Q4 		$545K Buy
2,392
+266
+13% +$63K 0.1% 130
2024
Q3 		$524K Buy
2,126
+298
+16% +$72.3K 0.11% 119
2024
Q2 		$414K Buy
1,828
+251
+16% +$58.8K 0.09% 133
2024
Q1 		$388K Buy
1,577
+184
+13% +$45.3K 0.09% 136
2023
Q4 		$342K Buy
+1,393
New +$306K 0.08% 142

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lebenthal Global Advisors's UNP Position: Q2 2025 in Review

Lebenthal Global Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 2,538 shares — an estimated $600K sold.

Lebenthal Global Advisors first reported a position in UNP in Q4 2023 and held it in 6 quarters. The position peaked at $600K in Q1 2025. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Lebenthal Global Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,538 Union Pacific shares in Q2 2025, an estimated $600K.
  • Lebenthal Global Advisors first reported a position in Union Pacific in Q4 2023 and held it in 6 quarters.
  • Lebenthal Global Advisors's Union Pacific position peaked at $600K in Q1 2025.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Lebenthal Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.