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Lodestone Wealth Management’s Union Pacific UNP Stock Holding History

Lodestone 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
2026
Q2 		$44.7K Hold
164
– – 0.02% 320
2026
Q1 		$39.8K Hold
164
– – 0.02% 318
2025
Q4 		$37.9K Buy
+164
New +$37.4K 0.02% 316

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

Lodestone Wealth Management's UNP Position: Q2 2026 in Review

Lodestone Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 164 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #320.

Lodestone Wealth Management first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Lodestone Wealth Management held 164 shares of Union Pacific worth $44.7K as of Q2 2026.
  • Lodestone Wealth Management left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Lodestone Wealth Management first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.