Live Oak Private Wealth’s Union Pacific UNP Stock Holding History

Live Oak Private Wealth’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 Q1	$409K	Hold	1,686	–	–	0.06%	148
2025 Q4	$390K	Hold	1,686	–	–	0.05%	143
2025 Q3	$399K	Hold	1,686	–	–	0.06%	140
2025 Q2	$388K	Hold	1,686	–	–	0.06%	139
2025 Q1	$398K	Hold	1,686	–	–	0.06%	136
2024 Q4	$384K	Hold	1,686	–	–	0.06%	136
2024 Q3	$416K	Buy	1,686 +682	+68%	+$165K	0.07%	125
2024 Q2	$227K	Buy	1,004 +13	+1%	+$3.05K	0.04%	156
2024 Q1	$244K	Sell	991 -30	-3%	-$7.38K	0.04%	150
2023 Q4	$251K	Sell	1,021 -41	-4%	-$9.01K	0.05%	141
2023 Q3	$216K	Hold	1,062	–	–	0.05%	145
2023 Q2	$217K	Hold	1,062	–	–	0.04%	151
2023 Q1	$214K	Hold	1,062	–	–	0.04%	151
2022 Q4	$220K	Sell	1,062 -104	-9%	-$21.3K	0.05%	159
2022 Q3	$227K	Hold	1,166	–	–	0.05%	150
2022 Q2	$249K	Buy	1,166 +90	+8%	+$20.5K	0.05%	151
2022 Q1	$294K	Sell	1,076 -8	-0.7%	-$2.02K	0.06%	146
2021 Q4	$273K	Sell	1,084 -8	-0.7%	-$1.9K	0.05%	160
2021 Q3	$214K	Buy	+1,092	New	+$236K	0.04%	168

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Live Oak Private Wealth's UNP Position: Q1 2026 in Review

Live Oak Private Wealth held its Union Pacific (UNP) position steady in Q1 2026 at 1,686 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #148.

Live Oak Private Wealth first reported a position in UNP in Q3 2021 and has held it in 19 quarters since. The position peaked at $416K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Live Oak Private Wealth held 1,686 shares of Union Pacific worth $409K as of Q1 2026.
Live Oak Private Wealth left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #148 holding.
Live Oak Private Wealth first reported a position in Union Pacific in Q3 2021 and has held it in 19 quarters since.
Live Oak Private Wealth's Union Pacific position peaked at $416K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.