Lion Street Advisors’s Union Pacific UNP Stock Holding History

Lion Street 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	$1.25M	Sell	5,166 -682	-12%	-$154K	0.43%	39
2025 Q2	$1.35M	Sell	5,848 -8	-0.1%	-$1.78K	0.41%	50
2025 Q1	$1.38M	Sell	5,856 -246	-4%	-$59.2K	0.44%	47
2024 Q4	$1.39M	Buy	6,102 +1,944	+47%	+$460K	0.44%	42
2024 Q3	$1.02M	Sell	4,158 -20	-0.5%	-$4.85K	0.36%	60
2024 Q2	$945K	Buy	4,178 +161	+4%	+$37.7K	0.35%	62
2024 Q1	$986K	Hold	4,017	–	–	0.4%	48
2023 Q4	$986K	Sell	4,017 -2,003	-33%	-$440K	0.4%	48
2023 Q3	$1.23M	Buy	6,020 +854	+17%	+$186K	0.4%	45
2023 Q2	$1.25M	Sell	5,166 -581	-10%	-$115K	0.42%	40
2023 Q1	$1.16M	Buy	5,747 +1,385	+32%	+$281K	0.36%	46
2022 Q4	$1.05M	Buy	4,362 +36	+0.8%	+$7.38K	0.55%	19
2022 Q3	$845K	Sell	4,326 -36	-0.8%	-$7.97K	0.42%	29
2022 Q2	$1.05M	Sell	4,362 -1	-0%	-$228	0.55%	19
2022 Q1	$1.19M	Sell	4,363 -1	-0%	-$253	0.61%	15
2021 Q4	$1.1M	Buy	4,364 +2	+0%	+$474	0.54%	19
2021 Q3	$856K	Buy	+4,362	New	+$942K	0.46%	29
2020 Q2	–	Sell	-140	Closed	-$20K	–	391
2020 Q1	$20K	Buy	+140	New	+$23.1K	0.11%	97

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Lion Street Advisors's UNP Position: Q3 2025 in Review

Lion Street Advisors reduced its Union Pacific (UNP) stake by 12% in Q3 2025, selling an estimated $154K and leaving 5,166 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #39.

Lion Street Advisors first reported a position in UNP in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2024. 2,655 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Lion Street Advisors held 5,166 shares of Union Pacific worth $1.25M as of Q3 2025.
Lion Street Advisors sold 682 Union Pacific shares in Q3 2025, an estimated $154K.
Union Pacific made up 0.43% of Lion Street Advisors's portfolio in Q3 2025, its #39 holding.
Lion Street Advisors first reported a position in Union Pacific in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Union Pacific position peaked at $1.39M in Q4 2024.
2,655 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.