Smith Anglin Financial’s Union Pacific UNP Stock Holding History

Smith Anglin Financial’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 Q2	$236K	Sell	1,027 -8	-0.8%	-$1.78K	0.02%	185
2025 Q1	$245K	Buy	1,035 +4	+0.4%	+$963	0.03%	176
2024 Q4	$235K	Buy	1,031 +6	+0.6%	+$1.42K	0.02%	179
2024 Q3	$253K	Buy	1,025 +1	+0.1%	+$242	0.02%	169
2024 Q2	$232K	Sell	1,024 -63	-6%	-$14.8K	0.02%	161
2024 Q1	$267K	Buy	1,087 +66	+6%	+$16.2K	0.03%	148
2023 Q4	$251K	Sell	1,021 -1	-0.1%	-$220	0.03%	146
2023 Q3	$208K	Sell	1,022 -13	-1%	-$2.83K	0.03%	164
2023 Q2	$212K	Buy	1,035 +6	+0.6%	+$1.19K	0.03%	160
2023 Q1	$207K	Buy	1,029 +1	+0.1%	+$203	0.03%	157
2022 Q4	$213K	Buy	+1,028	New	+$211K	0.04%	139
2022 Q3	–	Sell	-1,061	Closed	-$226K	–	153
2022 Q2	$226K	Sell	1,061 -29	-3%	-$6.6K	0.07%	106
2022 Q1	$298K	Buy	1,090 +52	+5%	+$13.1K	0.07%	99
2021 Q4	$261K	Buy	+1,038	New	+$246K	0.04%	129
2021 Q3	–	Sell	-1,147	Closed	-$252K	–	150
2021 Q2	$252K	Buy	1,147 +28	+3%	+$6.24K	0.05%	122
2021 Q1	$247K	Buy	1,119 +115	+11%	+$24.1K	0.05%	118
2020 Q4	$209K	Buy	+1,004	New	+$201K	0.04%	129

Other funds holding UNP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Smith Anglin Financial's UNP Position: Q2 2025 in Review

Smith Anglin Financial reduced its Union Pacific (UNP) stake by 0.77% in Q2 2025, selling an estimated $1.78K and leaving 1,027 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #185.

Smith Anglin Financial first reported a position in UNP in Q4 2020 and has held it in 17 quarters since. The position peaked at $298K in Q1 2022. 2,668 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Smith Anglin Financial held 1,027 shares of Union Pacific worth $236K as of Q2 2025.
Smith Anglin Financial sold 8 Union Pacific shares in Q2 2025, an estimated $1.78K.
Union Pacific made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #185 holding.
Smith Anglin Financial first reported a position in Union Pacific in Q4 2020 and has held it in 17 quarters since.
Smith Anglin Financial's Union Pacific position peaked at $298K in Q1 2022.
2,668 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.