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Legacy Wealth Asset Management’s Union Pacific UNP Stock Holding History

Legacy Wealth Asset Management’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 		$975K Buy
3,582
+572
+19% +$166K 0.21% 134
2026
Q2 		$819K Sell
3,010
-19
-0.6% -$4.99K 0.18% 158
2026
Q1 		$735K Buy
3,029
+26
+0.9% +$6.37K 0.18% 188
2025
Q4 		$695K Buy
3,003
+147
+5% +$33.6K 0.17% 188
2025
Q3 		$675K Buy
2,856
+21
+0.7% +$4.73K 0.16% 200
2025
Q2 		$652K Buy
2,835
+6
+0.2% +$1.33K 0.17% 192
2025
Q1 		$668K Sell
2,829
-17
-0.6% -$4.09K 0.18% 173
2024
Q4 		$649K Buy
2,846
+2
+0.1% +$473 0.18% 178
2024
Q3 		$701K Buy
2,844
+1
+0% +$242 0.19% 169
2024
Q2 		$643K Buy
2,843
+4
+0.1% +$937 0.18% 172
2024
Q1 		$698K Buy
2,839
+4
+0.1% +$984 0.19% 155
2023
Q4 		$696K Sell
2,835
-23
-0.8% -$5.06K 0.23% 139
2023
Q3 		$582K Sell
2,858
-23
-0.8% -$5.01K 0.21% 161
2023
Q2 		$590K Buy
2,881
+3
+0.1% +$596 0.21% 165
2023
Q1 		$579K Buy
2,878
+3
+0.1% +$608 0.21% 163
2022
Q4 		$595K Buy
2,875
+37
+1% +$7.59K 0.23% 153
2022
Q3 		$553K Sell
2,838
-1,401
-33% -$310K 0.24% 147
2022
Q2 		$904K Buy
4,239
+31
+0.7% +$7.05K 0.37% 96
2022
Q1 		$1.15M Buy
4,208
+79
+2% +$19.9K 0.41% 70
2021
Q4 		$1.04M Buy
4,129
+85
+2% +$20.1K 0.35% 95
2021
Q3 		$793K Buy
4,044
+37
+0.9% +$7.99K 0.36% 109
2021
Q2 		$881K Buy
4,007
+61
+2% +$13.6K 0.39% 90
2021
Q1 		$870K Buy
3,946
+43
+1% +$9.03K 0.4% 81
2020
Q4 		$813K Buy
+3,903
New +$780K 0.41% 81

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Legacy Wealth Asset Management's UNP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Union Pacific (UNP) stake by 19% in Q3 2026, buying an estimated $166K and bringing the position to 3,582 shares worth $975K. The position accounts for 0.21% of the portfolio, ranked #134.

Legacy Wealth Asset Management first reported a position in UNP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q1 2022. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Legacy Wealth Asset Management held 3,582 shares of Union Pacific worth $975K as of Q3 2026.
  • Legacy Wealth Asset Management bought 572 Union Pacific shares in Q3 2026, an estimated $166K.
  • Union Pacific made up 0.21% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #134 holding.
  • Legacy Wealth Asset Management first reported a position in Union Pacific in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Union Pacific position peaked at $1.15M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.