SFS
UNP icon

Sowell Financial Services’s Union Pacific UNP Stock Holding History

Sowell 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 		$1.95M Buy
7,171
+1,781
+33% +$468K 0.06% 317
2026
Q1 		$1.31M Buy
5,390
+162
+3% +$39.7K 0.05% 387
2025
Q4 		$1.21M Sell
5,228
-89
-2% -$20.3K 0.04% 392
2025
Q3 		$1.26M Buy
5,317
+77
+1% +$17.4K 0.05% 373
2025
Q2 		$1.21M Sell
5,240
-273
-5% -$60.6K 0.05% 364
2025
Q1 		$1.3M Buy
+5,513
New +$1.33M 0.06% 320
2023
Q2 		– Sell
-2,749
Closed -$553K – 816
2023
Q1 		$553K Buy
+2,749
New +$557K 0.04% 415
2021
Q2 		– Sell
-15,397
Closed -$3.5M – 2599
2021
Q1 		$3.5M Buy
15,397
+1,838
+14% +$386K 0.12% 162
2020
Q4 		$2.82M Buy
13,559
+700
+5% +$140K 0.12% 151
2020
Q3 		$2.53M Sell
12,859
-1,869
-13% -$347K 0.13% 143
2020
Q2 		$2.49M Sell
14,728
-1,401
-9% -$225K 0.14% 146
2020
Q1 		$2.27M Sell
16,129
-291
-2% -$48.1K 0.17% 138
2019
Q4 		$2.97M Buy
16,420
+583
+4% +$99.8K 0.23% 95
2019
Q3 		$2.56M Buy
+15,837
New +$2.66M 0.21% 100
2019
Q1 		$2.04M Buy
12,190
+108
+0.9% +$17.4K 0.23% 97
2018
Q4 		$1.67M Buy
12,082
+375
+3% +$55.6K 0.24% 91
2018
Q3 		$1.91M Buy
11,707
+2,914
+33% +$439K 0.28% 71
2018
Q2 		$1.31M Buy
8,793
+299
+4% +$41.7K 0.28% 82
2018
Q1 		$1.11M Buy
8,494
+1,984
+30% +$267K 0.28% 86
2017
Q4 		$914K Buy
6,510
+1
+0% +$121 0.22% 100
2017
Q3 		$762K Buy
6,509
+134
+2% +$14.4K 0.2% 102
2017
Q2 		$657K Sell
6,375
-138
-2% -$15K 0.19% 109
2017
Q1 		$704K Buy
6,513
+207
+3% +$22.1K 0.21% 110
2016
Q4 		$688K Buy
+6,306
New +$620K 0.23% 99

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

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

Sowell Financial Services increased its Union Pacific (UNP) stake by 33% in Q2 2026, buying an estimated $468K and bringing the position to 7,171 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #317.

Sowell Financial Services first reported a position in UNP in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.5M in Q1 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sowell Financial Services held 7,171 shares of Union Pacific worth $1.95M as of Q2 2026.
  • Sowell Financial Services bought 1,781 Union Pacific shares in Q2 2026, an estimated $468K.
  • Union Pacific made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #317 holding.
  • Sowell Financial Services first reported a position in Union Pacific in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Union Pacific position peaked at $3.5M in Q1 2021.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.