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Livelsberger Financial Advisory’s Union Pacific UNP Stock Holding History

Livelsberger Financial Advisory’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 		– Sell
-185
Closed -$42.6K – 75
2025
Q2 		$42.6K Buy
+185
New +$41.1K 0.82% 31
2024
Q4 		– Sell
-185
Closed -$45.6K – 70
2024
Q3 		$45.6K Buy
+185
New +$44.9K 0.96% 31
2024
Q1 		– Sell
-185
Closed -$45.5K – 182
2023
Q4 		$45.5K Buy
+185
New +$40.7K 0.04% 167

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Livelsberger Financial Advisory's UNP Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 185 shares — an estimated $42.6K sold.

Livelsberger Financial Advisory first reported a position in UNP in Q4 2023 and held it in 3 quarters. The position peaked at $45.6K in Q3 2024. 2,654 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 185 Union Pacific shares in Q3 2025, an estimated $42.6K.
  • Livelsberger Financial Advisory first reported a position in Union Pacific in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Union Pacific position peaked at $45.6K in Q3 2024.
  • 2,654 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.