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Tanglewood Legacy Advisors’s Union Pacific UNP Stock Holding History

Tanglewood Legacy 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 		$21.8K Hold
80
– – 0.01% 207
2026
Q1 		$19.4K Hold
80
– – 0.01% 205
2025
Q4 		$18.5K Hold
80
– – 0.01% 208
2025
Q3 		$18.9K Hold
80
– – 0.01% 220
2025
Q2 		$18.4K Sell
80
-19
-19% -$4.22K 0.01% 224
2025
Q1 		$23.4K Hold
99
– – 0.01% 213
2024
Q4 		$22.6K Hold
99
– – 0.01% 221
2024
Q3 		$24.4K Hold
99
– – 0.01% 199
2024
Q2 		$22.4K Hold
99
– – 0.01% 207
2024
Q1 		$24.3K Hold
99
– – 0.01% 209
2023
Q4 		$24.3K Hold
99
– – 0.01% 198
2023
Q3 		$20.2K Hold
99
– – 0.01% 212
2023
Q2 		$20.3K Hold
99
– – 0.01% 214
2023
Q1 		$19.9K Hold
99
– – 0.01% 205
2022
Q4 		$20.5K Buy
+99
New +$20.3K 0.01% 182

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tanglewood Legacy Advisors's UNP Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 80 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #207.

Tanglewood Legacy Advisors first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.4K in Q3 2024. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Tanglewood Legacy Advisors held 80 shares of Union Pacific worth $21.8K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #207 holding.
  • Tanglewood Legacy Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Union Pacific position peaked at $24.4K in Q3 2024.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.