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Sage Private Wealth Group’s Union Pacific UNP Stock Holding History

Sage Private Wealth 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 		$408K Buy
1,499
+48
+3% +$12.6K 0.18% 67
2026
Q1 		$352K Buy
1,451
+244
+20% +$59.7K 0.18% 72
2025
Q4 		$279K Sell
1,207
-149
-11% -$34K 0.15% 76
2025
Q3 		$320K Buy
1,356
+72
+6% +$16.2K 0.18% 79
2025
Q2 		$296K Buy
1,284
+202
+19% +$44.8K 0.19% 72
2025
Q1 		$256K Sell
1,082
-9
-0.8% -$2.17K 0.19% 76
2024
Q4 		$249K Sell
1,091
-55
-5% -$13K 0.19% 74
2024
Q3 		$283K Sell
1,146
-173
-13% -$41.9K 0.22% 75
2024
Q2 		$298K Buy
1,319
+394
+43% +$92.3K 0.25% 67
2024
Q1 		$228K Sell
925
-463
-33% -$114K 0.18% 77
2023
Q4 		$341K Sell
1,388
-246
-15% -$54.1K 0.3% 42
2023
Q3 		$333K Sell
1,634
-9
-0.5% -$1.96K 0.46% 32
2023
Q2 		$336K Buy
1,643
+1
+0.1% +$199 0.46% 29
2023
Q1 		$330K Buy
1,642
+99
+6% +$20.1K 0.38% 28
2022
Q4 		$320K Sell
1,543
-48
-3% -$9.85K 0.38% 34
2022
Q3 		$310K Sell
1,591
-57
-3% -$12.6K 0.41% 25
2022
Q2 		$352K Buy
1,648
+344
+26% +$78.3K 0.51% 23
2022
Q1 		$356K Buy
1,304
+131
+11% +$33.1K 0.35% 30
2021
Q4 		$295K Buy
1,173
+31
+3% +$7.34K 0.37% 34
2021
Q3 		$224K Buy
1,142
+24
+2% +$5.18K 0.31% 34
2021
Q2 		$246K Buy
1,118
+13
+1% +$2.9K 0.33% 34
2021
Q1 		$244K Sell
1,105
-34
-3% -$7.14K 0.42% 30
2020
Q4 		$237K Buy
+1,139
New +$227K 0.66% 29

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sage Private Wealth Group's UNP Position: Q2 2026 in Review

Sage Private Wealth Group increased its Union Pacific (UNP) stake by 3.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,499 shares worth $408K. The position accounts for 0.18% of the portfolio, ranked #67.

Sage Private Wealth Group first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sage Private Wealth Group held 1,499 shares of Union Pacific worth $408K as of Q2 2026.
  • Sage Private Wealth Group bought 48 Union Pacific shares in Q2 2026, an estimated $12.6K.
  • Union Pacific made up 0.18% of Sage Private Wealth Group's portfolio in Q2 2026, its #67 holding.
  • Sage Private Wealth Group first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.