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LifeSteps Financial’s Union Pacific UNP Stock Holding History

LifeSteps Financial’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 		$20.7K Buy
+76
New +$20K 0.01% 312
2024
Q2 		– Sell
-126
Closed -$31K – 386
2024
Q1 		$31K Buy
+126
New +$31K 0.02% 188

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LifeSteps Financial's UNP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Union Pacific (UNP) in Q2 2026: 76 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in UNP as recently as Q1 2024.

LifeSteps Financial first reported a position in UNP in Q1 2024 and has held it in 2 quarters since. The position peaked at $31K in Q1 2024. 827 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • LifeSteps Financial held 76 shares of Union Pacific worth $20.7K as of Q2 2026.
  • Union Pacific was a new LifeSteps Financial position in Q2 2026.
  • Union Pacific made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #312 holding.
  • LifeSteps Financial first reported a position in Union Pacific in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Union Pacific position peaked at $31K in Q1 2024.
  • 827 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.