Lifestyle Asset Management’s Union Pacific UNP Stock Holding History

Lifestyle Asset 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	$335K	Sell	1,233 -2	-0.2%	-$525	0.09%	105
2026 Q1	$300K	Buy	1,235 +91	+8%	+$22.3K	0.1%	117
2025 Q4	$265K	Buy	1,144 +106	+10%	+$24.2K	0.09%	121
2025 Q3	$245K	Buy	1,038 +108	+12%	+$24.3K	0.08%	126
2025 Q2	$214K	Buy	930 +83	+10%	+$18.4K	0.1%	120
2025 Q1	$200K	Buy	+847	New	+$204K	0.11%	114
2024 Q4	–	Sell	-818	Closed	-$202K	–	121
2024 Q3	$202K	Buy	+818	New	+$198K	0.11%	103
2024 Q2	–	Sell	-926	Closed	-$228K	–	114
2024 Q1	$228K	Sell	926 -128	-12%	-$31.5K	0.13%	87
2023 Q4	$259K	Sell	1,054 -74	-7%	-$16.3K	0.14%	65
2023 Q3	$230K	Buy	+1,128	New	+$246K	0.14%	68
2023 Q2	–	Sell	-1,033	Closed	-$208K	–	98
2023 Q1	$208K	Buy	+1,033	New	+$209K	0.14%	74

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lifestyle Asset Management's UNP Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Union Pacific (UNP) stake by 0.16% in Q2 2026, selling an estimated $525 and leaving 1,233 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #105.

Lifestyle Asset Management first reported a position in UNP in Q1 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Lifestyle Asset Management held 1,233 shares of Union Pacific worth $335K as of Q2 2026.
Lifestyle Asset Management sold 2 Union Pacific shares in Q2 2026, an estimated $525.
Union Pacific made up 0.09% of Lifestyle Asset Management's portfolio in Q2 2026, its #105 holding.
Lifestyle Asset Management first reported a position in Union Pacific in Q1 2023 and has held it in 11 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.