Loring Wolcott & Coolidge Fiduciary Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.1M | Buy |
243,107
+16,772
| +7% | +$4.4M | 0.64% | 37 |
|
|
2026
Q1 | $56.7M | Sell |
226,335
-6,060
| -3% | -$1.48M | 0.57% | 43 |
|
|
2025
Q4 | $54M | Sell |
232,395
-5,952
| -2% | -$1.36M | 0.49% | 44 |
|
|
2025
Q3 | $52.4M | Sell |
238,347
-3,214
| -1% | -$724K | 0.46% | 43 |
|
|
2025
Q2 | $55.6M | Sell |
241,561
-989
| -0.4% | -$220K | 0.49% | 42 |
|
|
2025
Q1 | $53.3M | Sell |
242,550
-6,762
| -3% | -$1.63M | 0.52% | 43 |
|
|
2024
Q4 | $63.4M | Sell |
249,312
-1,145
| -0.5% | -$271K | 0.55% | 42 |
|
|
2024
Q3 | $57.8M | Sell |
250,457
-1,943
| -0.8% | -$471K | 0.52% | 44 |
|
|
2024
Q2 | $61.3M | Sell |
252,400
-976
| -0.4% | -$229K | 0.56% | 40 |
|
|
2024
Q1 | $59.4M | Sell |
253,376
-1,810
| -0.7% | -$445K | 0.59% | 40 |
|
|
2023
Q4 | $62.2M | Buy |
255,186
+418
| +0.2% | +$91.9K | 0.62% | 39 |
|
|
2023
Q3 | $53.9M | Buy |
254,768
+3,968
| +2% | +$864K | 0.6% | 37 |
|
|
2023
Q2 | $51.3M | Buy |
250,800
+2,046
| +0.8% | +$407K | 0.55% | 40 |
|
|
2023
Q1 | $50.1M | Buy |
248,754
+22,498
| +10% | +$4.56M | 0.57% | 40 |
|
|
2022
Q4 | $46.9M | Buy |
226,256
+7,211
| +3% | +$1.48M | 0.58% | 42 |
|
|
2022
Q3 | $42.7M | Buy |
219,045
+5,967
| +3% | +$1.32M | 0.56% | 42 |
|
|
2022
Q2 | $45.4M | Buy |
213,078
+655
| +0.3% | +$149K | 0.56% | 43 |
|
|
2022
Q1 | $58M | Sell |
212,423
-1,357
| -0.6% | -$343K | 0.6% | 42 |
|
|
2021
Q4 | $53.9M | Sell |
213,780
-1,818
| -0.8% | -$431K | 0.49% | 42 |
|
|
2021
Q3 | $42.3M | Sell |
215,598
-196
| -0.1% | -$42.3K | 0.42% | 47 |
|
|
2021
Q2 | $47.5M | Sell |
215,794
-1,800
| -0.8% | -$401K | 0.48% | 44 |
|
|
2021
Q1 | $48M | Sell |
217,594
-13,707
| -6% | -$2.88M | 0.53% | 44 |
|
|
2020
Q4 | $48.2M | Sell |
231,301
-2,760
| -1% | -$551K | 0.54% | 42 |
|
|
2020
Q3 | $46.1M | Sell |
234,061
-11,638
| -5% | -$2.16M | 0.58% | 40 |
|
|
2020
Q2 | $41.5M | Sell |
245,699
-1,657
| -0.7% | -$266K | 0.57% | 38 |
|
|
2020
Q1 | $34.9M | Sell |
247,356
-4,684
| -2% | -$774K | 0.58% | 39 |
|
|
2019
Q4 | $45.6M | Sell |
252,040
-112
| -0% | -$19.2K | 0.62% | 39 |
|
|
2019
Q3 | $40.8M | Buy |
252,152
+2,124
| +0.8% | +$357K | 0.59% | 41 |
|
|
2019
Q2 | $42.3M | Buy |
250,028
+1,504
| +0.6% | +$258K | 0.62% | 41 |
|
|
2019
Q1 | $41.6M | Sell |
248,524
-8,835
| -3% | -$1.42M | 0.63% | 41 |
|
|
2018
Q4 | $35.6M | Sell |
257,359
-1,339
| -0.5% | -$198K | 0.64% | 42 |
|
|
2018
Q3 | $42.1M | Sell |
258,698
-875
| -0.3% | -$132K | 0.67% | 40 |
|
|
2018
Q2 | $36.8M | Sell |
259,573
-598
| -0.2% | -$83.4K | 0.64% | 41 |
|
|
2018
Q1 | $35M | Sell |
260,171
-6,261
| -2% | -$842K | 0.64% | 40 |
|
|
2017
Q4 | $35.7M | Buy |
266,432
+1,558
| +0.6% | +$188K | 0.66% | 41 |
|
|
2017
Q3 | $30.7M | Buy |
264,874
+2,253
| +0.9% | +$242K | 0.59% | 44 |
|
|
2017
Q2 | $27M | Buy |
262,621
+32,049
| +14% | +$3.49M | 0.54% | 45 |
|
|
2017
Q1 | $24.4M | Sell |
230,572
-3,030
| -1% | -$323K | 0.51% | 46 |
|
|
2016
Q4 | $24.2M | Sell |
233,602
-670
| -0.3% | -$65.9K | 0.54% | 48 |
|
|
2016
Q3 | $22.8M | Sell |
234,272
-62
| -0% | -$5.8K | 0.52% | 45 |
|
|
2016
Q2 | $20.4M | Buy |
234,334
+5,807
| +3% | +$491K | 0.47% | 47 |
|
|
2016
Q1 | $18.2M | Buy |
228,527
+8,617
| +4% | +$666K | 0.43% | 48 |
|
|
2015
Q4 | $17.2M | Buy |
219,910
+33,394
| +18% | +$2.87M | 0.43% | 48 |
|
|
2015
Q3 | $17.8M | Hold |
186,516
| – | – | 0.45% | 49 |
|
|
2015
Q2 | $17.8M | Buy |
186,516
+20,005
| +12% | +$2.09M | 0.45% | 49 |
|
|
2015
Q1 | $18M | Buy |
166,511
+11,957
| +8% | +$1.4M | 0.45% | 51 |
|
|
2014
Q4 | $18.4M | Buy |
154,554
+7,142
| +5% | +$820K | 0.47% | 51 |
|
|
2014
Q3 | $16M | Buy |
147,412
+25,035
| +20% | +$2.59M | 0.43% | 52 |
|
|
2014
Q2 | $12.2M | Buy |
122,377
+29,785
| +32% | +$2.89M | 0.33% | 59 |
|
|
2014
Q1 | $8.69M | Buy |
92,592
+6,618
| +8% | +$588K | 0.24% | 67 |
|
|
2013
Q4 | $7.22M | Buy |
85,974
+6,684
| +8% | +$529K | 0.2% | 79 |
|
|
2013
Q3 | $6.16M | Buy |
79,290
+1,008
| +1% | +$79.7K | 0.19% | 84 |
|
|
2013
Q2 | $6.04M | Buy |
+78,282
| New | +$5.9M | 0.19% | 89 |
|
Other funds holding UNP
N
Loring Wolcott & Coolidge Fiduciary Advisors's UNP Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Union Pacific (UNP) stake by 7.4% in Q2 2026, buying an estimated $4.4M and bringing the position to 243,107 shares worth $66.1M. The position accounts for 0.64% of the portfolio, ranked #37.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. 2,127 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 243,107 shares of Union Pacific worth $66.1M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 16,772 Union Pacific shares in Q2 2026, an estimated $4.4M.
- Union Pacific made up 0.64% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #37 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
- 2,127 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.