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

Legacy Wealth Management (Mississippi)’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	$1.53M	Sell	5,632 -900	-14%	-$236K	0.39%	39
2026 Q1	$1.58M	Sell	6,532 -324	-5%	-$79.3K	0.45%	39
2025 Q4	$1.59M	Buy	6,856 +1,175	+21%	+$268K	0.42%	38
2025 Q3	$1.34M	Sell	5,681 -1,190	-17%	-$268K	0.4%	42
2025 Q2	$1.58M	Sell	6,871 -125	-2%	-$27.8K	0.48%	38
2025 Q1	$1.65M	Hold	6,996	–	–	0.54%	38
2024 Q4	$1.6M	Sell	6,996 -88	-1%	-$20.8K	0.63%	37
2024 Q3	$1.75M	Hold	7,084	–	–	0.64%	35
2024 Q2	$1.6M	Hold	7,084	–	–	0.68%	37
2024 Q1	$1.74M	Hold	7,084	–	–	0.79%	34
2023 Q4	$1.74M	Hold	7,084	–	–	0.84%	34
2023 Q3	$1.44M	Sell	7,084 -77	-1%	-$16.8K	0.75%	38
2023 Q2	$1.47M	Sell	7,161 -18	-0.3%	-$3.58K	0.73%	39
2023 Q1	$1.44M	Hold	7,179	–	–	0.8%	36
2022 Q4	$1.49M	Hold	7,179	–	–	0.88%	33
2022 Q3	$1.4M	Hold	7,179	–	–	0.94%	33
2022 Q2	$1.53M	Hold	7,179	–	–	0.93%	35
2022 Q1	$1.96M	Hold	7,179	–	–	1.02%	28
2021 Q4	$1.81M	Hold	7,179	–	–	0.93%	32
2021 Q3	$1.41M	Hold	7,179	–	–	0.75%	41
2021 Q2	$1.58M	Buy	7,179 +200	+3%	+$44.5K	0.88%	35
2021 Q1	$1.54M	Buy	6,979 +500	+8%	+$105K	0.93%	34
2020 Q4	$1.35M	Sell	6,479 -339	-5%	-$67.7K	0.85%	38
2020 Q3	$1.34M	Buy	6,818 +47	+0.7%	+$8.73K	0.93%	38
2020 Q2	$1.14M	Buy	6,771 +381	+6%	+$61.1K	0.87%	39
2020 Q1	$901K	Buy	6,390 +3,297	+107%	+$545K	0.84%	39
2019 Q4	$559K	Buy	+3,093	New	+$530K	0.49%	63

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s UNP Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Union Pacific (UNP) stake by 14% in Q2 2026, selling an estimated $236K and leaving 5,632 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #39.

Legacy Wealth Management (Mississippi) first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.96M in Q1 2022. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Legacy Wealth Management (Mississippi) held 5,632 shares of Union Pacific worth $1.53M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 900 Union Pacific shares in Q2 2026, an estimated $236K.
Union Pacific made up 0.39% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #39 holding.
Legacy Wealth Management (Mississippi) first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
Legacy Wealth Management (Mississippi)'s Union Pacific position peaked at $1.96M in Q1 2022.
914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.