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Sharp Financial Services’s Union Pacific UNP Stock Holding History

Sharp Financial Services’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 		$288K Sell
1,058
-319
-23% -$83.8K 0.13% 105
2026
Q1 		$334K Buy
1,377
+176
+15% +$43.1K 0.16% 81
2025
Q4 		$278K Buy
1,201
+61
+5% +$13.9K 0.14% 89
2025
Q3 		$269K Buy
1,140
+224
+24% +$50.5K 0.15% 88
2025
Q2 		$211K Sell
916
-1,365
-60% -$303K 0.14% 81
2025
Q1 		$539K Sell
2,281
-225
-9% -$54.2K 0.41% 34
2024
Q4 		$571K Buy
2,506
+450
+22% +$107K 0.43% 35
2024
Q3 		$507K Buy
2,056
+46
+2% +$11.2K 0.39% 43
2024
Q2 		$455K Buy
2,010
+750
+60% +$176K 0.39% 46
2024
Q1 		$310K Buy
1,260
+419
+50% +$103K 0.29% 71
2023
Q4 		$206K Buy
+841
New +$185K 0.22% 82

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sharp Financial Services's UNP Position: Q2 2026 in Review

Sharp Financial Services reduced its Union Pacific (UNP) stake by 23% in Q2 2026, selling an estimated $83.8K and leaving 1,058 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #105.

Sharp Financial Services first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sharp Financial Services held 1,058 shares of Union Pacific worth $288K as of Q2 2026.
  • Sharp Financial Services sold 319 Union Pacific shares in Q2 2026, an estimated $83.8K.
  • Union Pacific made up 0.13% of Sharp Financial Services's portfolio in Q2 2026, its #105 holding.
  • Sharp Financial Services first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • Sharp Financial Services's Union Pacific position peaked at $571K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.