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Lifeworks Advisors’s Union Pacific UNP Stock Holding History

Lifeworks 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
2026
Q1 		$339K Buy
1,395
+36
+3% +$8.81K 0.04% 233
2025
Q4 		$314K Buy
1,359
+3
+0.2% +$685 0.04% 258
2025
Q3 		$321K Hold
1,356
– – 0.04% 251
2025
Q2 		$312K Sell
1,356
-119
-8% -$26.4K 0.05% 248
2025
Q1 		$348K Buy
1,475
+24
+2% +$5.78K 0.06% 229
2024
Q4 		$331K Buy
1,451
+60
+4% +$14.2K 0.06% 213
2024
Q3 		$343K Buy
+1,391
New +$337K 0.07% 211

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lifeworks Advisors's UNP Position: Q1 2026 in Review

Lifeworks Advisors increased its Union Pacific (UNP) stake by 2.6% in Q1 2026, buying an estimated $8.81K and bringing the position to 1,395 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #233.

Lifeworks Advisors first reported a position in UNP in Q3 2024 and has held it in 7 quarters since. The position peaked at $348K in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Lifeworks Advisors held 1,395 shares of Union Pacific worth $339K as of Q1 2026.
  • Lifeworks Advisors bought 36 Union Pacific shares in Q1 2026, an estimated $8.81K.
  • Union Pacific made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #233 holding.
  • Lifeworks Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Union Pacific position peaked at $348K in Q1 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.