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Lindenwold Advisors’s Union Pacific UNP Stock Holding History

Lindenwold 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 		$2.98M Buy
12,617
+94
+0.8% +$21.2K 1.41% 19
2025
Q2 		$2.88M Buy
12,523
+252
+2% +$55.9K 1.5% 18
2025
Q1 		$2.9M Sell
12,271
-153
-1% -$36.8K 1.61% 18
2024
Q4 		$2.83M Sell
12,424
-429
-3% -$102K 1.51% 18
2024
Q3 		$3.17M Buy
12,853
+97
+0.8% +$23.5K 1.6% 16
2024
Q2 		$2.89M Sell
12,756
-109
-0.8% -$25.5K 1.54% 17
2024
Q1 		$3.16M Sell
12,865
-156
-1% -$38.4K 1.69% 14
2023
Q4 		$3.2M Sell
13,021
-99
-0.8% -$21.8K 1.82% 14
2023
Q3 		$2.67M Sell
13,120
-39
-0.3% -$8.49K 1.66% 16
2023
Q2 		$2.69M Sell
13,159
-2,003
-13% -$398K 1.65% 16
2023
Q1 		$3.05M Buy
15,162
+133
+0.9% +$27K 1.89% 11
2022
Q4 		$3.11M Buy
15,029
+250
+2% +$51.3K 2.09% 8
2022
Q3 		$2.88M Buy
14,779
+26
+0.2% +$5.75K 2.13% 9
2022
Q2 		$3.15M Buy
14,753
+262
+2% +$59.6K 2.24% 8
2022
Q1 		$3.96M Buy
14,491
+277
+2% +$69.9K 2.43% 6
2021
Q4 		$3.58M Buy
+14,214
New +$3.37M 2.09% 10

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lindenwold Advisors's UNP Position: Q3 2025 in Review

Lindenwold Advisors increased its Union Pacific (UNP) stake by 0.75% in Q3 2025, buying an estimated $21.2K and bringing the position to 12,617 shares worth $2.98M. The position accounts for 1.41% of the portfolio, ranked #19.

Lindenwold Advisors first reported a position in UNP in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.96M in Q1 2022. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Lindenwold Advisors held 12,617 shares of Union Pacific worth $2.98M as of Q3 2025.
  • Lindenwold Advisors bought 94 Union Pacific shares in Q3 2025, an estimated $21.2K.
  • Union Pacific made up 1.41% of Lindenwold Advisors's portfolio in Q3 2025, its #19 holding.
  • Lindenwold Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Union Pacific position peaked at $3.96M in Q1 2022.
  • 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.