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Sage Capital Advisors’s Union Pacific UNP Stock Holding History

Sage Capital 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 		$7.44M Buy
27,357
+56
+0.2% +$14.7K 1.54% 18
2026
Q1 		$6.62M Buy
27,301
+10,878
+66% +$2.66M 1.54% 21
2025
Q4 		$3.8M Buy
16,423
+21
+0.1% +$4.79K 0.9% 36
2025
Q3 		$3.88M Buy
16,402
+9
+0.1% +$2.03K 0.92% 38
2025
Q2 		$3.77M Buy
16,393
+102
+0.6% +$22.6K 0.93% 38
2025
Q1 		$3.85M Buy
16,291
+96
+0.6% +$23.1K 1.01% 33
2024
Q4 		$3.69M Buy
16,195
+69
+0.4% +$16.3K 0.96% 37
2024
Q3 		$3.97M Buy
+16,126
New +$3.91M 1.04% 31
2024
Q1 		– Sell
-11,575
Closed -$2.84M – 141
2023
Q4 		$2.84M Buy
11,575
+93
+0.8% +$20.4K 0.92% 39
2023
Q3 		$2.34M Buy
11,482
+1
+0% +$218 0.86% 42
2023
Q2 		$2.35M Buy
11,481
+2,606
+29% +$518K 0.82% 42
2023
Q1 		$1.79M Buy
+8,875
New +$1.8M 0.68% 41

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sage Capital Advisors's UNP Position: Q2 2026 in Review

Sage Capital Advisors increased its Union Pacific (UNP) stake by 0.21% in Q2 2026, buying an estimated $14.7K and bringing the position to 27,357 shares worth $7.44M. The position accounts for 1.54% of the portfolio, ranked #18.

Sage Capital Advisors first reported a position in UNP in Q1 2023 and has held it in 12 quarters since. 1,257 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sage Capital Advisors held 27,357 shares of Union Pacific worth $7.44M as of Q2 2026.
  • Sage Capital Advisors bought 56 Union Pacific shares in Q2 2026, an estimated $14.7K.
  • Union Pacific made up 1.54% of Sage Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Sage Capital Advisors first reported a position in Union Pacific in Q1 2023 and has held it in 12 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.