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Lokken Investment Group’s Union Pacific UNP Stock Holding History

Lokken Investment Group’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 		$1.32M Buy
5,575
+226
+4% +$50.9K 0.45% 61
2025
Q2 		$1.23M Buy
5,349
+391
+8% +$86.8K 0.47% 57
2025
Q1 		$1.17M Buy
4,958
+458
+10% +$110K 0.49% 57
2024
Q4 		$1.03M Buy
4,500
+139
+3% +$32.9K 0.44% 64
2024
Q3 		$1.07M Buy
4,361
+385
+10% +$93.4K 0.45% 61
2024
Q2 		$900K Buy
3,976
+417
+12% +$97.7K 0.42% 62
2024
Q1 		$875K Buy
3,559
+186
+6% +$45.8K 0.44% 61
2023
Q4 		$829K Buy
+3,373
New +$742K 0.47% 58

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lokken Investment Group's UNP Position: Q3 2025 in Review

Lokken Investment Group increased its Union Pacific (UNP) stake by 4.2% in Q3 2025, buying an estimated $50.9K and bringing the position to 5,575 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #61.

Lokken Investment Group first reported a position in UNP in Q4 2023 and has held it in 8 quarters since. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Lokken Investment Group held 5,575 shares of Union Pacific worth $1.32M as of Q3 2025.
  • Lokken Investment Group bought 226 Union Pacific shares in Q3 2025, an estimated $50.9K.
  • Union Pacific made up 0.45% of Lokken Investment Group's portfolio in Q3 2025, its #61 holding.
  • Lokken Investment Group first reported a position in Union Pacific in Q4 2023 and has held it in 8 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.