Lynch & Associates’s Union Pacific UNP Stock Holding History

Lynch & Associates’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 Q3	$1.93M	Buy	7,103 +94	+1%	+$27.3K	0.28%	75
2026 Q2	$1.91M	Sell	7,009 -471	-6%	-$124K	0.33%	70
2026 Q1	$1.81M	Buy	7,480 +31	+0.4%	+$7.59K	0.34%	69
2025 Q4	$1.72M	Sell	7,449 -96	-1%	-$21.9K	0.33%	65
2025 Q3	$1.78M	Sell	7,545 -475	-6%	-$107K	0.34%	65
2025 Q2	$1.85M	Sell	8,020 -253	-3%	-$56.2K	0.37%	61
2025 Q1	$1.95M	Buy	8,273 +309	+4%	+$74.4K	0.42%	60
2024 Q4	$1.82M	Buy	7,964 +63	+0.8%	+$14.9K	0.39%	60
2024 Q3	$1.95M	Buy	7,901 +779	+11%	+$189K	0.41%	60
2024 Q2	$1.61M	Buy	7,122 +263	+4%	+$61.6K	0.36%	62
2024 Q1	$1.69M	Sell	6,859 -520	-7%	-$128K	0.39%	61
2023 Q4	$1.81M	Buy	7,379 +573	+8%	+$126K	0.44%	55
2023 Q3	$1.39M	Buy	6,806 +1,950	+40%	+$425K	0.37%	59
2023 Q2	$994K	Buy	4,856 +1,220	+34%	+$243K	0.25%	63
2023 Q1	$732K	Sell	3,636 -205	-5%	-$41.5K	0.19%	67
2022 Q4	$795K	Buy	3,841 +127	+3%	+$26K	0.21%	69
2022 Q3	$724K	Buy	+3,714	New	+$822K	0.21%	70

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Lynch & Associates's UNP Position: Q3 2026 in Review

Lynch & Associates increased its Union Pacific (UNP) stake by 1.3% in Q3 2026, buying an estimated $27.3K and bringing the position to 7,103 shares worth $1.93M. The position accounts for 0.28% of the portfolio, ranked #75.

Lynch & Associates first reported a position in UNP in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.95M in Q1 2025. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Lynch & Associates held 7,103 shares of Union Pacific worth $1.93M as of Q3 2026.
Lynch & Associates bought 94 Union Pacific shares in Q3 2026, an estimated $27.3K.
Union Pacific made up 0.28% of Lynch & Associates's portfolio in Q3 2026, its #75 holding.
Lynch & Associates first reported a position in Union Pacific in Q3 2022 and has held it in 17 quarters since.
Lynch & Associates's Union Pacific position peaked at $1.95M in Q1 2025.
866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.