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Leo Wealth LLC’s Union Pacific UNP Stock Holding History

Leo Wealth LLC’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 		$239K Buy
+986
New +$241K 0.02% 403
2025
Q3 		– Sell
-1,024
Closed -$236K – 390
2025
Q2 		$236K Sell
1,024
-2,235
-69% -$496K 0.02% 351
2025
Q1 		$770K Sell
3,259
-506
-13% -$122K 0.11% 145
2024
Q4 		$859K Buy
3,765
+2,468
+190% +$584K 0.08% 170
2024
Q3 		$320K Buy
1,297
+152
+13% +$36.9K 0.03% 271
2024
Q2 		$259K Sell
1,145
-434
-27% -$102K 0.03% 290
2024
Q1 		$387K Buy
1,579
+513
+48% +$126K 0.04% 238
2023
Q4 		$264K Buy
+1,066
New +$234K 0.03% 274

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

Leo Wealth LLC's UNP Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Union Pacific (UNP) in Q1 2026: 986 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in UNP as recently as Q2 2025.

Leo Wealth LLC first reported a position in UNP in Q4 2023 and has held it in 8 quarters since. The position peaked at $859K in Q4 2024. 2,776 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Leo Wealth LLC held 986 shares of Union Pacific worth $239K as of Q1 2026.
  • Union Pacific was a new Leo Wealth LLC position in Q1 2026.
  • Union Pacific made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #403 holding.
  • Leo Wealth LLC first reported a position in Union Pacific in Q4 2023 and has held it in 8 quarters since.
  • Leo Wealth LLC's Union Pacific position peaked at $859K in Q4 2024.
  • 2,776 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.