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LVW Advisors’s Union Pacific UNP Stock Holding History

LVW Advisors’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 		$733K Buy
2,693
+535
+25% +$140K 0.06% 168
2026
Q1 		$524K Buy
2,158
+452
+26% +$111K 0.05% 206
2025
Q4 		$395K Buy
1,706
+180
+12% +$41.1K 0.04% 233
2025
Q3 		$361K Sell
1,526
-433
-22% -$97.6K 0.04% 250
2025
Q2 		$451K Sell
1,959
-245
-11% -$54.4K 0.05% 202
2025
Q1 		$521K Sell
2,204
-782
-26% -$188K 0.06% 165
2024
Q4 		$681K Sell
2,986
-29
-1% -$6.87K 0.08% 149
2024
Q3 		$743K Sell
3,015
-5
-0.2% -$1.21K 0.09% 143
2024
Q2 		$683K Sell
3,020
-1,164
-28% -$273K 0.1% 131
2024
Q1 		$1.03M Sell
4,184
-1,527
-27% -$376K 0.17% 89
2023
Q4 		$1.4M Sell
5,711
-3,299
-37% -$725K 0.26% 62
2023
Q3 		$1.83M Sell
9,010
-5,127
-36% -$1.12M 0.38% 56
2023
Q2 		$2.89M Sell
14,137
-453
-3% -$90.1K 0.56% 46
2023
Q1 		$2.94M Buy
14,590
+287
+2% +$58.2K 0.57% 49
2022
Q4 		$2.96M Sell
14,303
-223
-2% -$45.7K 0.6% 50
2022
Q3 		$2.83M Buy
14,526
+193
+1% +$42.7K 0.63% 45
2022
Q2 		$3.06M Buy
14,333
+140
+1% +$31.9K 0.62% 47
2022
Q1 		$3.88M Sell
14,193
-82
-0.6% -$20.7K 0.66% 42
2021
Q4 		$3.6M Sell
14,275
-712
-5% -$169K 0.61% 44
2021
Q3 		$2.94M Sell
14,987
-95
-0.6% -$20.5K 0.51% 54
2021
Q2 		$3.32M Buy
15,082
+55
+0.4% +$12.2K 0.59% 46
2021
Q1 		$3.31M Buy
15,027
+340
+2% +$71.4K 0.64% 45
2020
Q4 		$3.06M Buy
14,687
+12,682
+633% +$2.53M 0.61% 44
2020
Q3 		$395K Sell
2,005
-617
-24% -$115K 0.09% 124
2020
Q2 		$443K Buy
2,622
+593
+29% +$95K 0.11% 103
2020
Q1 		$286K Buy
2,029
+312
+18% +$51.6K 0.08% 127
2019
Q4 		$310K Hold
1,717
– – 0.07% 139
2019
Q3 		$278K Sell
1,717
-226
-12% -$38K 0.07% 139
2019
Q2 		$329K Buy
1,943
+153
+9% +$26.2K 0.09% 116
2019
Q1 		$299K Sell
1,790
-459
-20% -$73.9K 0.08% 146
2018
Q4 		$311K Buy
2,249
+448
+25% +$66.4K 0.11% 117
2018
Q3 		$293K Hold
1,801
– – 0.08% 135
2018
Q2 		$255K Sell
1,801
-295
-14% -$41.1K 0.08% 130
2018
Q1 		$282K Buy
+2,096
New +$282K 0.09% 116
2016
Q1 		– Sell
-2,675
Closed -$209K – 161
2015
Q4 		$209K Buy
2,675
+23
+0.9% +$1.97K 0.08% 143
2015
Q3 		$234K Buy
2,652
+419
+19% +$38.2K 0.11% 121
2015
Q2 		$213K Sell
2,233
-7
-0.3% -$730 0.09% 138
2015
Q1 		$243K Buy
2,240
+20
+0.9% +$2.35K 0.12% 129
2014
Q4 		$264K Buy
+2,220
New +$255K 0.15% 125

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LVW Advisors's UNP Position: Q2 2026 in Review

LVW Advisors increased its Union Pacific (UNP) stake by 25% in Q2 2026, buying an estimated $140K and bringing the position to 2,693 shares worth $733K. The position accounts for 0.06% of the portfolio, ranked #168.

LVW Advisors first reported a position in UNP in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.88M in Q1 2022. 1,324 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • LVW Advisors held 2,693 shares of Union Pacific worth $733K as of Q2 2026.
  • LVW Advisors bought 535 Union Pacific shares in Q2 2026, an estimated $140K.
  • Union Pacific made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #168 holding.
  • LVW Advisors first reported a position in Union Pacific in Q4 2014 and has held it in 39 quarters since.
  • LVW Advisors's Union Pacific position peaked at $3.88M in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.