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SMA Capital’s Union Pacific UNP Stock Holding History

SMA Capital’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 		$5.44M Buy
+20,000
New +$5.25M 2.28% 14
2026
Q1 		– Sell
-9,000
Closed -$2.08M – 114
2025
Q4 		$2.08M Buy
+9,000
New +$2.05M 1% 36

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

SMA Capital's UNP Position: Q2 2026 in Review

SMA Capital opened a new position in Union Pacific (UNP) in Q2 2026: 20,000 shares worth $5.44M. The stake represents 2.28% of the portfolio and ranks #14 among its holdings. This is a return to the name: SMA Capital previously reported a position in UNP as recently as Q4 2025.

SMA Capital first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SMA Capital held 20,000 shares of Union Pacific worth $5.44M as of Q2 2026.
  • Union Pacific was a new SMA Capital position in Q2 2026.
  • Union Pacific made up 2.28% of SMA Capital's portfolio in Q2 2026, its #14 holding.
  • SMA Capital first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.