Legend Financial Advisors’s Union Pacific UNP Stock Holding History

Legend Financial Advisors’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
2025 Q3	–	Sell	-41	Closed	-$9.43K	–	155
2025 Q2	$9.43K	Buy	+41	New	+$9.1K	0.01%	115
2025 Q1	–	Sell	-41	Closed	-$9.35K	–	237
2024 Q4	$9.35K	Hold	41	–	–	0.01%	120
2024 Q3	$10.1K	Hold	41	–	–	0.01%	99
2024 Q2	$9.28K	Sell	41 -8	-16%	-$1.88K	0.01%	149
2024 Q1	$12.1K	Buy	49 +33	+206%	+$8.12K	0.01%	123
2023 Q4	$3.93K	Buy	+16	New	+$3.52K	﹤0.01%	159
2023 Q3	–	Sell	-50	Closed	-$10.2K	–	214
2023 Q2	$10.2K	Hold	50	–	–	0.01%	148
2023 Q1	$10.1K	Sell	50 -55	-52%	-$11.1K	0.01%	151
2022 Q4	$21.7K	Buy	105 +75	+250%	+$15.4K	0.02%	108
2022 Q3	$5.84K	Buy	+30	New	+$6.64K	0.01%	176

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Legend Financial Advisors's UNP Position: Q3 2025 in Review

Legend Financial Advisors sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 41 shares — an estimated $9.43K sold.

Legend Financial Advisors first reported a position in UNP in Q3 2022 and held it in 10 quarters. The position peaked at $21.7K in Q4 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Legend Financial Advisors reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 41 Union Pacific shares in Q3 2025, an estimated $9.43K.
Legend Financial Advisors first reported a position in Union Pacific in Q3 2022 and held it in 10 quarters.
Legend Financial Advisors's Union Pacific position peaked at $21.7K in Q4 2022.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.