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Legacy Wealth Management (Idaho)’s Union Pacific UNP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-100
Closed -$23.1K – 1067
2025
Q4 		$23.1K Hold
100
– – 0.01% 306
2025
Q3 		$23.6K Hold
100
– – 0.01% 250
2025
Q2 		$23K Sell
100
-15
-13% -$3.33K 0.01% 226
2025
Q1 		$27.2K Hold
115
– – 0.02% 206
2024
Q4 		$27.8K Buy
115
+15
+15% +$3.55K 0.02% 175
2024
Q3 		$24K Buy
+100
New +$24.2K 0.01% 195

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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 Management (Idaho)'s UNP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 100 shares — an estimated $23.1K sold.

Legacy Wealth Management (Idaho) first reported a position in UNP in Q3 2024 and held it in 6 quarters. The position peaked at $27.8K in Q4 2024. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 Union Pacific shares in Q1 2026, an estimated $23.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Union Pacific in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Union Pacific position peaked at $27.8K in Q4 2024.
  • 2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.