LGT Financial Advisors’s Union Pacific UNP Stock Holding History

LGT 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	-5	Closed	-$1.15K	–	635
2025 Q2	$1.15K	Buy	+5	New	+$1.11K	﹤0.01%	380
2025 Q1	–	Sell	-400	Closed	-$91.2K	–	705
2024 Q4	$91.2K	Buy	+400	New	+$94.7K	0.2%	101
2024 Q2	–	Sell	-2,000	Closed	-$492K	–	861
2024 Q1	$492K	Hold	2,000	–	–	0.57%	33
2023 Q4	$491K	Hold	2,000	–	–	0.6%	33
2023 Q3	$407K	Hold	2,000	–	–	0.52%	35
2023 Q2	$409K	Hold	2,000	–	–	0.44%	65
2023 Q1	$403K	Hold	2,000	–	–	0.75%	26
2022 Q4	$414K	Buy	+2,000	New	+$410K	0.49%	42

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

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

LGT Financial Advisors sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 5 shares — an estimated $1.15K sold.

LGT Financial Advisors first reported a position in UNP in Q4 2022 and held it in 8 quarters. The position peaked at $492K in Q1 2024. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

LGT Financial Advisors reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 5 Union Pacific shares in Q3 2025, an estimated $1.15K.
LGT Financial Advisors first reported a position in Union Pacific in Q4 2022 and held it in 8 quarters.
LGT Financial Advisors's Union Pacific position peaked at $492K in Q1 2024.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.