Legacy Trust’s Union Pacific UNP Stock Holding History

Legacy Trust’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	$972K	Sell	3,572 -405	-10%	-$106K	0.17%	90
2026 Q1	$965K	Hold	3,977	–	–	0.18%	88
2025 Q4	$920K	Sell	3,977 -196	-5%	-$44.7K	0.17%	92
2025 Q3	$986K	Buy	4,173 +1,000	+32%	+$225K	0.19%	83
2025 Q2	$730K	Sell	3,173 -338	-10%	-$75K	0.18%	89
2025 Q1	$829K	Hold	3,511	–	–	0.2%	82
2024 Q4	$801K	Sell	3,511 -110	-3%	-$26K	0.19%	83
2024 Q3	$893K	Buy	3,621 +134	+4%	+$32.5K	0.21%	80
2024 Q2	$789K	Hold	3,487	–	–	0.2%	83
2024 Q1	$858K	Buy	3,487 +46	+1%	+$11.3K	0.21%	79
2023 Q4	$845K	Sell	3,441 -6	-0.2%	-$1.32K	0.22%	79
2023 Q3	$702K	Sell	3,447 -14	-0.4%	-$3.05K	0.2%	84
2023 Q2	$708K	Buy	3,461 +19	+0.6%	+$3.78K	0.2%	86
2023 Q1	$693K	Buy	3,442 +20	+0.6%	+$4.05K	0.21%	85
2022 Q4	$709K	Buy	+3,422	New	+$702K	0.22%	80

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Trust's UNP Position: Q2 2026 in Review

Legacy Trust reduced its Union Pacific (UNP) stake by 10% in Q2 2026, selling an estimated $106K and leaving 3,572 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #90.

Legacy Trust first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $986K in Q3 2025. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Legacy Trust held 3,572 shares of Union Pacific worth $972K as of Q2 2026.
Legacy Trust sold 405 Union Pacific shares in Q2 2026, an estimated $106K.
Union Pacific made up 0.17% of Legacy Trust's portfolio in Q2 2026, its #90 holding.
Legacy Trust first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's Union Pacific position peaked at $986K in Q3 2025.
2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.