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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
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

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 Wealth Asset Management's UNP Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Union Pacific (UNP) stake by 0.63% in Q2 2026, selling an estimated $4.99K and leaving 3,010 shares worth $819K. The position accounts for 0.18% of the portfolio, ranked #158.

Legacy Wealth Asset Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Legacy Wealth Asset Management held 3,010 shares of Union Pacific worth $819K as of Q2 2026.
  • Legacy Wealth Asset Management sold 19 Union Pacific shares in Q2 2026, an estimated $4.99K.
  • Union Pacific made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #158 holding.
  • Legacy Wealth Asset Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Union Pacific position peaked at $1.15M in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.