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Sage Investment Counsel’s Union Pacific UNP Stock Holding History

Sage Investment Counsel’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 		$345K Sell
1,268
-50
-4% -$13.1K 0.35% 73
2026
Q1 		$320K Hold
1,318
– – 0.35% 77
2025
Q4 		$305K Hold
1,318
– – 0.34% 89
2025
Q3 		$312K Hold
1,318
– – 0.35% 81
2025
Q2 		$303K Hold
1,318
– – 0.35% 77
2025
Q1 		$311K Hold
1,318
– – 0.39% 78
2024
Q4 		$301K Buy
+1,318
New +$312K 0.39% 74

Other funds holding UNP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sage Investment Counsel's UNP Position: Q2 2026 in Review

Sage Investment Counsel reduced its Union Pacific (UNP) stake by 3.8% in Q2 2026, selling an estimated $13.1K and leaving 1,268 shares worth $345K. The position accounts for 0.35% of the portfolio, ranked #73.

Sage Investment Counsel first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sage Investment Counsel held 1,268 shares of Union Pacific worth $345K as of Q2 2026.
  • Sage Investment Counsel sold 50 Union Pacific shares in Q2 2026, an estimated $13.1K.
  • Union Pacific made up 0.35% of Sage Investment Counsel's portfolio in Q2 2026, its #73 holding.
  • Sage Investment Counsel first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.