J. Safra Asset Management’s Union Pacific UNP Stock Holding History

J. Safra Asset Management’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	$540K	Hold	1,987	–	–	0.02%	169
2026 Q1	$482K	Hold	1,987	–	–	0.03%	163
2025 Q4	$460K	Buy	1,987 +1,249	+169%	+$285K	0.02%	164
2025 Q3	$174K	Hold	738	–	–	0.01%	174
2025 Q2	$170K	Hold	738	–	–	0.01%	165
2025 Q1	$174K	Sell	738 -322	-30%	-$77.5K	0.01%	149
2024 Q4	$241K	Buy	1,060 +156	+17%	+$36.9K	0.02%	107
2024 Q3	$221K	Hold	904	–	–	0.02%	66
2024 Q2	$205K	Buy	904 +166	+22%	+$38.9K	0.02%	59
2024 Q1	$181K	Hold	738	–	–	0.02%	47
2023 Q4	$181K	Hold	738	–	–	0.03%	43
2023 Q3	$150K	Hold	738	–	–	0.02%	51
2023 Q2	$151K	Hold	738	–	–	0.02%	60
2023 Q1	$149K	Buy	+738	New	+$150K	0.02%	61
2022 Q3	–	Hold	0	–	–	–	42
2022 Q2	–	Hold	0	–	–	–	44
2022 Q1	–	Hold	0	–	–	–	36
2016 Q2	–	Sell	-6,430	Closed	-$512K	–	256
2016 Q1	$512K	Sell	6,430 -1,995	-24%	-$154K	0.42%	62
2015 Q4	$659K	Buy	+8,425	New	+$723K	0.51%	48

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

J. Safra Asset Management's UNP Position: Q2 2026 in Review

J. Safra Asset Management held its Union Pacific (UNP) position steady in Q2 2026 at 1,987 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #169.

J. Safra Asset Management first reported a position in UNP in Q4 2015 and has held it in 16 quarters since. The position peaked at $659K in Q4 2015. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

J. Safra Asset Management held 1,987 shares of Union Pacific worth $540K as of Q2 2026.
J. Safra Asset Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #169 holding.
J. Safra Asset Management first reported a position in Union Pacific in Q4 2015 and has held it in 16 quarters since.
J. Safra Asset Management's Union Pacific position peaked at $659K in Q4 2015.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.