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 Q3	$466K	Buy	1,711 +25	+1%	+$7.27K	0.06%	148
2026 Q2	$459K	Hold	1,686	–	–	0.06%	153
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Live Oak Private Wealth's UNP Position: Q3 2026 in Review

Live Oak Private Wealth increased its Union Pacific (UNP) stake by 1.5% in Q3 2026, buying an estimated $7.27K and bringing the position to 1,711 shares worth $466K. 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 21 quarters since. 1,805 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Live Oak Private Wealth held 1,711 shares of Union Pacific worth $466K as of Q3 2026.
Live Oak Private Wealth bought 25 Union Pacific shares in Q3 2026, an estimated $7.27K.
Union Pacific made up 0.06% of Live Oak Private Wealth's portfolio in Q3 2026, its #148 holding.
Live Oak Private Wealth first reported a position in Union Pacific in Q3 2021 and has held it in 21 quarters since.
1,805 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.