Litman Gregory Wealth Management’s Union Pacific UNP Stock Holding History

Litman Gregory Wealth Management’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 Q4	$116K	Buy	+500	New	+$114K	0.01%	175
2021 Q2	–	Sell	-24	Closed	-$5K	–	179
2021 Q1	$5K	Hold	24	–	–	﹤0.01%	168
2020 Q4	$5K	Hold	24	–	–	﹤0.01%	168
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	179
2020 Q2	$4K	Hold	24	–	–	﹤0.01%	154
2020 Q1	$3K	Hold	24	–	–	﹤0.01%	149
2019 Q4	$4K	Sell	24 -123	-84%	-$21.1K	﹤0.01%	185
2019 Q3	$24K	Sell	147 -121	-45%	-$20.3K	0.01%	102
2019 Q2	$45K	Buy	+268	New	+$45.9K	0.01%	93

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's UNP Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Union Pacific (UNP) in Q4 2025: 500 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in UNP as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in UNP in Q2 2019 and has held it in 9 quarters since. 2,748 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of Union Pacific worth $116K as of Q4 2025.
Union Pacific was a new Litman Gregory Wealth Management position in Q4 2025.
Union Pacific made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #175 holding.
Litman Gregory Wealth Management first reported a position in Union Pacific in Q2 2019 and has held it in 9 quarters since.
2,748 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.