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Liberty Wealth Management’s Union Pacific UNP Stock Holding History

Liberty Wealth Management’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 		$387K Hold
1,597
– – 0.05% 170
2026
Q1 		$387K Buy
1,597
+23
+1% +$5.63K 0.05% 170
2025
Q4 		$364K Buy
1,574
+73
+5% +$16.7K 0.05% 166
2025
Q3 		$355K Sell
1,501
-200
-12% -$45.1K 0.05% 162
2025
Q2 		$391K Buy
1,701
+3
+0.2% +$666 0.06% 146
2025
Q1 		$401K Buy
1,698
+1
+0.1% +$241 0.08% 101
2024
Q4 		$387K Buy
1,697
+47
+3% +$11.1K 0.06% 141
2024
Q3 		$407K Sell
1,650
-6,259
-79% -$1.52M 0.07% 132
2024
Q2 		$362K Buy
7,909
+6,484
+455% +$1.52M 0.07% 133
2024
Q1 		$350K Sell
1,425
-27
-2% -$6.64K 0.07% 127
2023
Q4 		$357K Sell
1,452
-8
-0.5% -$1.76K 0.08% 122
2023
Q3 		$297K Buy
1,460
+178
+14% +$38.8K 0.07% 133
2023
Q2 		$262K Sell
1,282
-44
-3% -$8.75K 0.06% 152
2023
Q1 		$267K Buy
+1,326
New +$269K 0.06% 187
2022
Q3 		$251K Buy
1,288
+91
+8% +$20.1K 0.07% 126
2022
Q2 		$255K Buy
1,197
+75
+7% +$17.1K 0.1% 118
2022
Q1 		$306K Sell
1,122
-17
-1% -$4.29K 0.11% 107
2021
Q4 		$286K Sell
1,139
-190
-14% -$45K 0.01% 128
2021
Q3 		$271K Buy
1,329
+264
+25% +$57K 0.1% 130
2021
Q2 		$234K Sell
1,065
-54
-5% -$12K 0.09% 113
2021
Q1 		$222K Hold
1,119
– – 0.11% 99
2020
Q4 		$222K Buy
1,119
+122
+12% +$24.4K 0.11% 98
2020
Q3 		$196K Buy
997
+23
+2% +$4.27K 0.12% 97
2020
Q2 		$165K Buy
974
+29
+3% +$4.65K 0.12% 104
2020
Q1 		$133K Buy
945
+6
+0.6% +$992 0.12% 114
2019
Q4 		$170K Buy
939
+6
+0.6% +$1.03K 0.13% 116
2019
Q3 		$151K Sell
933
-1,310
-58% -$220K 0.14% 111
2019
Q2 		$379K Buy
2,243
+1,388
+162% +$238K 0.33% 63
2019
Q1 		$143K Buy
855
+5
+0.6% +$805 0.11% 106
2018
Q4 		$117K Buy
+850
New +$126K 0.09% 118

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Liberty Wealth Management's UNP Position: Q2 2026 in Review

Liberty Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 1,597 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #170.

Liberty Wealth Management first reported a position in UNP in Q4 2018 and has held it in 30 quarters since. The position peaked at $407K in Q3 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Liberty Wealth Management held 1,597 shares of Union Pacific worth $387K as of Q2 2026.
  • Liberty Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Liberty Wealth Management first reported a position in Union Pacific in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Union Pacific position peaked at $407K in Q3 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.