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LRI Investments’s Union Pacific UNP Stock Holding History

LRI Investments’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 		$1.03M Buy
3,774
+509
+16% +$134K 0.08% 122
2026
Q1 		$792K Buy
3,265
+573
+21% +$140K 0.07% 133
2025
Q4 		$623K Buy
2,692
+100
+4% +$22.8K 0.05% 155
2025
Q3 		$613K Buy
2,592
+78
+3% +$17.6K 0.05% 164
2025
Q2 		$578K Sell
2,514
-416
-14% -$92.4K 0.05% 163
2025
Q1 		$692K Buy
2,930
+251
+9% +$60.4K 0.07% 136
2024
Q4 		$611K Buy
2,679
+165
+7% +$39.1K 0.06% 120
2024
Q3 		$592K Buy
2,514
+1,747
+228% +$424K 0.06% 133
2024
Q2 		$174K Sell
767
-4
-0.5% -$937 0.02% 278
2024
Q1 		$190K Buy
+771
New +$190K 0.05% 134

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LRI Investments's UNP Position: Q2 2026 in Review

LRI Investments increased its Union Pacific (UNP) stake by 16% in Q2 2026, buying an estimated $134K and bringing the position to 3,774 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #122.

LRI Investments first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. 1,278 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • LRI Investments held 3,774 shares of Union Pacific worth $1.03M as of Q2 2026.
  • LRI Investments bought 509 Union Pacific shares in Q2 2026, an estimated $134K.
  • Union Pacific made up 0.08% of LRI Investments's portfolio in Q2 2026, its #122 holding.
  • LRI Investments first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.