SGM
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Skye Global Management’s Union Pacific UNP Stock Holding History

Skye Global Management’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 		$38.6M Sell
142,000
-12,000
-8% -$3.15M 0.75% 19
2026
Q1 		$37.4M Sell
154,000
-10,500
-6% -$2.57M 0.75% 20
2025
Q4 		$38.1M Buy
164,500
+14,000
+9% +$3.2M 0.7% 22
2025
Q3 		$35.6M Buy
150,500
+24,000
+19% +$5.41M 0.71% 22
2025
Q2 		$29.1M Buy
126,500
+61,000
+93% +$13.5M 0.51% 25
2025
Q1 		$15.5M Sell
65,500
-354,500
-84% -$85.3M 0.41% 29
2024
Q4 		$95.8M Sell
420,000
-176,000
-30% -$41.7M 2% 10
2024
Q3 		$147M Sell
596,000
-481,170
-45% -$117M 3.55% 5
2024
Q2 		$244M Sell
1,077,170
-14,830
-1% -$3.48M 5.51% 4
2024
Q1 		$269M Buy
1,092,000
+72,000
+7% +$17.7M 6.38% 3
2023
Q4 		$251M Buy
1,020,000
+228,000
+29% +$50.1M 7.18% 3
2023
Q3 		$161M Buy
792,000
+672,000
+560% +$146M 4.67% 4
2023
Q2 		$24.6M Buy
120,000
+37,200
+45% +$7.39M 0.68% 14
2023
Q1 		$16.7M Buy
+82,800
New +$16.8M 0.54% 15
2022
Q1 		– Sell
-136,500
Closed -$34.4M – 48
2021
Q4 		$34.4M Buy
+136,500
New +$32.3M 0.58% 18
2021
Q3 		– Sell
-242,000
Closed -$53.2M – 77
2021
Q2 		$53.2M Sell
242,000
-109,500
-31% -$24.4M 0.96% 12
2021
Q1 		$77.5M Buy
+351,500
New +$73.8M 1.5% 11

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

Skye Global Management's UNP Position: Q2 2026 in Review

Skye Global Management reduced its Union Pacific (UNP) stake by 7.8% in Q2 2026, selling an estimated $3.15M and leaving 142,000 shares worth $38.6M. The position accounts for 0.75% of the portfolio, ranked #19.

Skye Global Management first reported a position in UNP in Q1 2021 and has held it in 17 quarters since. The position peaked at $269M in Q1 2024. 2,880 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Skye Global Management held 142,000 shares of Union Pacific worth $38.6M as of Q2 2026.
  • Skye Global Management sold 12,000 Union Pacific shares in Q2 2026, an estimated $3.15M.
  • Union Pacific made up 0.75% of Skye Global Management's portfolio in Q2 2026, its #19 holding.
  • Skye Global Management first reported a position in Union Pacific in Q1 2021 and has held it in 17 quarters since.
  • Skye Global Management's Union Pacific position peaked at $269M in Q1 2024.
  • 2,880 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.