SWP
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Sagespring Wealth Partners’s Union Pacific UNP Stock Holding History

Sagespring Wealth Partners’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 		$3.99M Sell
14,681
-115
-0.8% -$30.2K 0.06% 148
2026
Q1 		$3.59M Buy
14,796
+1,979
+15% +$485K 0.07% 143
2025
Q4 		$2.96M Buy
12,817
+1,057
+9% +$241K 0.05% 155
2025
Q3 		$2.78M Sell
11,760
-565
-5% -$127K 0.05% 151
2025
Q2 		$2.84M Sell
12,325
-324
-3% -$71.9K 0.06% 146
2025
Q1 		$2.99M Buy
12,649
+1,424
+13% +$343K 0.08% 129
2024
Q4 		$2.56M Buy
+11,225
New +$2.66M 0.07% 121

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's UNP Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Union Pacific (UNP) stake by 0.78% in Q2 2026, selling an estimated $30.2K and leaving 14,681 shares worth $3.99M. The position accounts for 0.06% of the portfolio, ranked #148.

Sagespring Wealth Partners first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sagespring Wealth Partners held 14,681 shares of Union Pacific worth $3.99M as of Q2 2026.
  • Sagespring Wealth Partners sold 115 Union Pacific shares in Q2 2026, an estimated $30.2K.
  • Union Pacific made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Sagespring Wealth Partners first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.