LWA
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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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return