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Sage Mountain Advisors’s Union Pacific UNP Stock Holding History

Sage Mountain 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
Q1 		– Sell
-4,248
Closed -$983K – 550
2025
Q4 		$983K Sell
4,248
-621
-13% -$142K 0.05% 164
2025
Q3 		$1.15M Buy
4,869
+432
+10% +$97.4K 0.07% 148
2025
Q2 		$1.02M Buy
4,437
+115
+3% +$25.5K 0.07% 138
2025
Q1 		$1.02M Buy
4,322
+30
+0.7% +$7.22K 0.08% 115
2024
Q4 		$979K Buy
4,292
+390
+10% +$92.3K 0.07% 117
2024
Q3 		$962K Buy
3,902
+1,205
+45% +$292K 0.08% 113
2024
Q2 		$610K Buy
2,697
+501
+23% +$117K 0.06% 150
2024
Q1 		$540K Buy
2,196
+49
+2% +$12.1K 0.06% 148
2023
Q4 		$527K Buy
2,147
+106
+5% +$23.3K 0.06% 123
2023
Q3 		$416K Buy
2,041
+66
+3% +$14.4K 0.06% 140
2023
Q2 		$404K Buy
1,975
+57
+3% +$11.3K 0.06% 139
2023
Q1 		$386K Buy
1,918
+748
+64% +$152K 0.06% 130
2022
Q4 		$242K Buy
+1,170
New +$240K 0.06% 137
2022
Q3 		– Sell
-1,127
Closed -$240K – 404
2022
Q2 		$240K Sell
1,127
-181
-14% -$41.2K 0.04% 384
2022
Q1 		$357K Sell
1,308
-38
-3% -$9.6K 0.06% 343
2021
Q4 		$339K Sell
1,346
-20
-1% -$4.74K 0.04% 415
2021
Q3 		$268K Sell
1,366
-5
-0.4% -$1.08K 0.04% 381
2021
Q2 		$302K Buy
1,371
+109
+9% +$24.3K 0.05% 318
2021
Q1 		$278K Buy
+1,262
New +$265K 0.06% 247

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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 Mountain Advisors's UNP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 4,248 shares — an estimated $983K sold.

Sage Mountain Advisors first reported a position in UNP in Q1 2021 and held it in 19 quarters. The position peaked at $1.15M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,248 Union Pacific shares in Q1 2026, an estimated $983K.
  • Sage Mountain Advisors first reported a position in Union Pacific in Q1 2021 and held it in 19 quarters.
  • Sage Mountain Advisors's Union Pacific position peaked at $1.15M in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.