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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legacy Trust's UNP Position: Q1 2026 in Review

Legacy Trust held its Union Pacific (UNP) position steady in Q1 2026 at 3,977 shares worth $965K. The position accounts for 0.18% of the portfolio, ranked #88.

Legacy Trust first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $986K in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Legacy Trust held 3,977 shares of Union Pacific worth $965K as of Q1 2026.
Legacy Trust left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.18% of Legacy Trust's portfolio in Q1 2026, its #88 holding.
Legacy Trust first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Union Pacific position peaked at $986K in Q3 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.