Safeguard Investment Advisory Group’s Union Pacific UNP Stock Holding History

Safeguard Investment Advisory Group’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	$259K	Buy	954 +26	+3%	+$6.83K	0.06%	139
2026 Q1	$225K	Sell	928 -29	-3%	-$7.1K	0.06%	124
2025 Q4	$222K	Buy	957 +6	+0.6%	+$1.37K	0.06%	126
2025 Q3	$225K	Sell	951 -38	-4%	-$8.56K	0.06%	126
2025 Q2	$228K	Sell	989 -4	-0.4%	-$888	0.06%	126
2025 Q1	$235K	Sell	993 -13	-1%	-$3.13K	0.06%	119
2024 Q4	$229K	Buy	1,006 +157	+18%	+$37.2K	0.06%	97
2024 Q3	$209K	Buy	+849	New	+$206K	0.06%	109
2021 Q1	–	Sell	-250	Closed	-$52K	–	674
2020 Q4	$52K	Buy	+250	New	+$49.9K	0.05%	194

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

Safeguard Investment Advisory Group's UNP Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Union Pacific (UNP) stake by 2.8% in Q2 2026, buying an estimated $6.83K and bringing the position to 954 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #139.

Safeguard Investment Advisory Group first reported a position in UNP in Q4 2020 and has held it in 9 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Safeguard Investment Advisory Group held 954 shares of Union Pacific worth $259K as of Q2 2026.
Safeguard Investment Advisory Group bought 26 Union Pacific shares in Q2 2026, an estimated $6.83K.
Union Pacific made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #139 holding.
Safeguard Investment Advisory Group first reported a position in Union Pacific in Q4 2020 and has held it in 9 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.