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Lineweaver Wealth Advisors’s Union Pacific UNP Stock Holding History

Lineweaver Wealth 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
Q2 		– Sell
-4,369
Closed -$1.06M – 192
2026
Q1 		$1.06M Sell
4,369
-484
-10% -$119K 0.14% 106
2025
Q4 		$1.12M Buy
4,853
+999
+26% +$228K 0.15% 100
2025
Q3 		$911K Buy
3,854
+1,186
+44% +$267K 0.13% 108
2025
Q2 		$614K Buy
+2,668
New +$592K 0.1% 115
2022
Q4 		– Sell
-3,300
Closed -$645K – 137
2022
Q3 		$645K Buy
3,300
+488
+17% +$108K 0.21% 79
2022
Q2 		$599K Buy
2,812
+359
+15% +$81.7K 0.2% 78
2022
Q1 		$670K Buy
2,453
+848
+53% +$214K 0.19% 78
2021
Q4 		$404K Buy
1,605
+163
+11% +$38.6K 0.12% 99
2021
Q3 		$282K Buy
1,442
+315
+28% +$68K 0.09% 114
2021
Q2 		$247K Buy
1,127
+59
+6% +$13.1K 0.08% 109
2021
Q1 		$235K Buy
+1,068
New +$224K 0.08% 102

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

Lineweaver Wealth Advisors's UNP Position: Q2 2026 in Review

Lineweaver Wealth Advisors sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 4,369 shares — an estimated $1.06M sold.

Lineweaver Wealth Advisors first reported a position in UNP in Q1 2021 and held it in 11 quarters. The position peaked at $1.12M in Q4 2025. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Lineweaver Wealth Advisors reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,369 Union Pacific shares in Q2 2026, an estimated $1.06M.
  • Lineweaver Wealth Advisors first reported a position in Union Pacific in Q1 2021 and held it in 11 quarters.
  • Lineweaver Wealth Advisors's Union Pacific position peaked at $1.12M in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.