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Legacy Capital Wealth Partners’s Union Pacific UNP Stock Holding History

Legacy Capital Wealth Partners’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 		$1.24M Buy
4,577
+16
+0.4% +$4.2K 0.24% 90
2026
Q1 		$1.11M Sell
4,561
-63
-1% -$15.4K 0.23% 98
2025
Q4 		$1.07M Sell
4,624
-120
-3% -$27.4K 0.23% 88
2025
Q3 		$1.12M Sell
4,744
-11
-0.2% -$2.48K 0.24% 84
2025
Q2 		$1.09M Sell
4,755
-404
-8% -$89.7K 0.25% 81
2025
Q1 		$1.22M Sell
5,159
-7
-0.1% -$1.69K 0.3% 68
2024
Q4 		$1.18M Buy
5,166
+437
+9% +$103K 0.29% 69
2024
Q3 		$1.17M Buy
4,729
+33
+0.7% +$8K 0.23% 89
2024
Q2 		$1.06M Buy
+4,696
New +$1.1M 0.27% 74
2024
Q1 		– Sell
-3,837
Closed -$942K – 332
2023
Q4 		$942K Buy
3,837
+276
+8% +$60.7K 0.27% 84
2023
Q3 		$725K Buy
+3,561
New +$776K 0.2% 106
2023
Q2 		– Sell
-3,044
Closed -$613K – 232
2023
Q1 		$613K Buy
+3,044
New +$617K 0.17% 116

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

Legacy Capital Wealth Partners's UNP Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Union Pacific (UNP) stake by 0.35% in Q2 2026, buying an estimated $4.2K and bringing the position to 4,577 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #90.

Legacy Capital Wealth Partners first reported a position in UNP in Q1 2023 and has held it in 12 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,577 shares of Union Pacific worth $1.24M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 16 Union Pacific shares in Q2 2026, an estimated $4.2K.
  • Union Pacific made up 0.24% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Legacy Capital Wealth Partners first reported a position in Union Pacific in Q1 2023 and has held it in 12 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.