Legacy Advisory Services
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Legacy Advisory Services’s Union Pacific UNP Stock Holding History

Legacy Advisory Services’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
Q3 		$414K Sell
1,522
-17
-1% -$4.94K 0.3% 54
2026
Q2 		$419K Sell
1,539
-144
-9% -$37.8K 0.29% 32
2026
Q1 		$408K Buy
+1,683
New +$412K 0.31% 34

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Legacy Advisory Services's UNP Position: Q3 2026 in Review

Legacy Advisory Services reduced its Union Pacific (UNP) stake by 1.1% in Q3 2026, selling an estimated $4.94K and leaving 1,522 shares worth $414K. The position accounts for 0.3% of the portfolio, ranked #54.

Legacy Advisory Services first reported a position in UNP in Q1 2026 and has held it in 3 quarters since. The position peaked at $419K in Q2 2026. 994 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Legacy Advisory Services held 1,522 shares of Union Pacific worth $414K as of Q3 2026.
  • Legacy Advisory Services sold 17 Union Pacific shares in Q3 2026, an estimated $4.94K.
  • Union Pacific made up 0.3% of Legacy Advisory Services's portfolio in Q3 2026, its #54 holding.
  • Legacy Advisory Services first reported a position in Union Pacific in Q1 2026 and has held it in 3 quarters since.
  • Legacy Advisory Services's Union Pacific position peaked at $419K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.