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 Q2	$556K	Hold	2,044	–	–	0.15%	37
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 $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

Sage Financial Management Group's UNP Position: Q2 2026 in Review

Sage Financial Management Group held its Union Pacific (UNP) position steady in Q2 2026 at 2,044 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #37.

Sage Financial Management Group first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $590K in Q3 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Sage Financial Management Group held 2,044 shares of Union Pacific worth $556K as of Q2 2026.
Sage Financial Management Group left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.15% of Sage Financial Management Group's portfolio in Q2 2026, its #37 holding.
Sage Financial Management Group first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
Sage Financial Management Group's Union Pacific position peaked at $590K in Q3 2024.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.