Sage Financial Management Group’s Union Pacific UNP Stock Holding History

Sage Financial Management 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 Q1	$496K	Sell	2,044 -121	-6%	-$29.6K	0.15%	35
2025 Q4	$501K	Hold	2,165	–	–	0.15%	36
2025 Q3	$512K	Hold	2,165	–	–	0.16%	34
2025 Q2	$498K	Hold	2,165	–	–	0.17%	33
2025 Q1	$511K	Sell	2,165 -230	-10%	-$55.4K	0.19%	35
2024 Q4	$546K	Hold	2,395	–	–	0.2%	34
2024 Q3	$590K	Buy	+2,395	New	+$581K	0.23%	33
2024 Q2	–	Sell	-2,400	Closed	-$590K	–	44
2024 Q1	$590K	Buy	2,400 +1,200	+100%	+$295K	0.28%	33
2023 Q4	$295K	Buy	+1,200	New	+$264K	0.16%	39

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sage Financial Management Group's UNP Position: Q1 2026 in Review

Sage Financial Management Group reduced its Union Pacific (UNP) stake by 5.6% in Q1 2026, selling an estimated $29.6K and leaving 2,044 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #35.

Sage Financial Management Group first reported a position in UNP in Q4 2023 and has held it in 9 quarters since. The position peaked at $590K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Sage Financial Management Group held 2,044 shares of Union Pacific worth $496K as of Q1 2026.
Sage Financial Management Group sold 121 Union Pacific shares in Q1 2026, an estimated $29.6K.
Union Pacific made up 0.15% of Sage Financial Management Group's portfolio in Q1 2026, its #35 holding.
Sage Financial Management Group first reported a position in Union Pacific in Q4 2023 and has held it in 9 quarters since.
Sage Financial Management Group's Union Pacific position peaked at $590K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.