SHM
UNP icon

Sagard Holdings Management’s Union Pacific UNP Stock Holding History

Sagard Holdings 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
2025
Q3 		$34.3K Hold
145
– – 0.17% 46
2025
Q2 		$33.4K Buy
+145
New +$32.2K 0.09% 48

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sagard Holdings Management's UNP Position: Q3 2025 in Review

Sagard Holdings Management held its Union Pacific (UNP) position steady in Q3 2025 at 145 shares worth $34.3K. The position accounts for 0.17% of the portfolio, ranked #46.

Sagard Holdings Management first reported a position in UNP in Q2 2025 and has held it in 2 quarters since. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Sagard Holdings Management held 145 shares of Union Pacific worth $34.3K as of Q3 2025.
  • Sagard Holdings Management left its Union Pacific share count unchanged in Q3 2025.
  • Union Pacific made up 0.17% of Sagard Holdings Management's portfolio in Q3 2025, its #46 holding.
  • Sagard Holdings Management first reported a position in Union Pacific in Q2 2025 and has held it in 2 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.