LOIP
UNP icon

Live Oak Investment Partners’s Union Pacific UNP Stock Holding History

Live Oak Investment Partners’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 		$429K Hold
1,578
– – 0.23% 72
2026
Q1 		$383K Sell
1,578
-11
-0.7% -$2.69K 0.23% 75
2025
Q4 		$368K Sell
1,589
-116
-7% -$26.5K 0.23% 71
2025
Q3 		$403K Hold
1,705
– – 0.27% 68
2025
Q2 		$392K Sell
1,705
-15
-0.9% -$3.33K 0.3% 64
2025
Q1 		$406K Buy
+1,720
New +$414K 0.32% 65
2024
Q4 		– Hold
0
– – – 66
2024
Q3 		– Hold
0
– – – 64
2024
Q2 		– Hold
0
– – – 64
2023
Q4 		– Hold
0
– – – 62
2023
Q3 		– Hold
0
– – – 71
2023
Q2 		– Hold
0
– – – 69
2023
Q1 		– Hold
0
– – – 70
2022
Q4 		– Hold
0
– – – 69

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

Live Oak Investment Partners's UNP Position: Q2 2026 in Review

Live Oak Investment Partners held its Union Pacific (UNP) position steady in Q2 2026 at 1,578 shares worth $429K. The position accounts for 0.23% of the portfolio, ranked #72.

Live Oak Investment Partners first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Live Oak Investment Partners held 1,578 shares of Union Pacific worth $429K as of Q2 2026.
  • Live Oak Investment Partners left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.23% of Live Oak Investment Partners's portfolio in Q2 2026, its #72 holding.
  • Live Oak Investment Partners first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.