Sage Investment Advisers’s Union Pacific UNP Stock Holding History

Sage Investment Advisers’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	$1.19M	Buy	4,390 +80	+2%	+$21K	0.8%	35
2026 Q1	$1.05M	Hold	4,310	–	–	0.78%	37
2025 Q4	$997K	Buy	+4,310	New	+$984K	0.75%	38

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 Investment Advisers's UNP Position: Q2 2026 in Review

Sage Investment Advisers increased its Union Pacific (UNP) stake by 1.9% in Q2 2026, buying an estimated $21K and bringing the position to 4,390 shares worth $1.19M. The position accounts for 0.8% of the portfolio, ranked #35.

Sage Investment Advisers first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Sage Investment Advisers held 4,390 shares of Union Pacific worth $1.19M as of Q2 2026.
Sage Investment Advisers bought 80 Union Pacific shares in Q2 2026, an estimated $21K.
Union Pacific made up 0.8% of Sage Investment Advisers's portfolio in Q2 2026, its #35 holding.
Sage Investment Advisers first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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