SageView Advisory Group’s Union Pacific UNP Stock Holding History

SageView Advisory 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
2025 Q4	$773K	Buy	3,343 +339	+11%	+$77.4K	0.03%	287
2025 Q3	$710K	Buy	3,004 +114	+4%	+$25.7K	0.02%	316
2025 Q2	$663K	Sell	2,890 -125	-4%	-$27.8K	0.03%	314
2025 Q1	$712K	Sell	3,015 -33	-1%	-$7.94K	0.03%	277
2024 Q4	$695K	Buy	3,048 +789	+35%	+$187K	0.03%	282
2024 Q3	$557K	Sell	2,259 -1,709	-43%	-$414K	0.03%	286
2024 Q2	$898K	Buy	+3,968	New	+$930K	0.04%	239
2024 Q1	–	Sell	-4,146	Closed	-$1.02M	–	811
2023 Q4	$1.02M	Buy	4,146 +1,379	+50%	+$303K	0.04%	247
2023 Q3	$564K	Sell	2,767 -111	-4%	-$24.2K	0.03%	315
2023 Q2	$589K	Buy	2,878 +42	+1%	+$8.35K	0.03%	323
2023 Q1	$571K	Sell	2,836 -360	-11%	-$73K	0.04%	287
2022 Q4	$662K	Buy	+3,196	New	+$656K	0.05%	203

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's UNP Position: Q4 2025 in Review

SageView Advisory Group increased its Union Pacific (UNP) stake by 11% in Q4 2025, buying an estimated $77.4K and bringing the position to 3,343 shares worth $773K. The position accounts for 0.03% of the portfolio, ranked #287.

SageView Advisory Group first reported a position in UNP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2023. 2,736 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

SageView Advisory Group held 3,343 shares of Union Pacific worth $773K as of Q4 2025.
SageView Advisory Group bought 339 Union Pacific shares in Q4 2025, an estimated $77.4K.
Union Pacific made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #287 holding.
SageView Advisory Group first reported a position in Union Pacific in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Union Pacific position peaked at $1.02M in Q4 2023.
2,736 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.