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Stonegate Investment Group’s Union Pacific UNP Stock Holding History

Stonegate Investment Group’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
Q3 		$9.87M Buy
41,762
+612
+1% +$138K 0.23% 56
2025
Q2 		$9.47M Sell
41,150
-4,812
-10% -$1.07M 0.24% 54
2025
Q1 		$10.9M Buy
45,962
+3,025
+7% +$728K 0.29% 50
2024
Q4 		$9.79M Buy
42,937
+1,327
+3% +$314K 0.26% 51
2024
Q3 		$10.3M Buy
41,610
+69
+0.2% +$16.7K 0.27% 51
2024
Q2 		$9.4M Sell
41,541
-352
-0.8% -$82.5K 0.27% 49
2024
Q1 		$10.3M Sell
41,893
-43
-0.1% -$10.6K 0.32% 48
2023
Q4 		$10.3M Buy
41,936
+96
+0.2% +$21.1K 0.34% 46
2023
Q3 		$8.52M Buy
41,840
+478
+1% +$104K 0.31% 49
2023
Q2 		$8.46M Sell
41,362
-7
-0% -$1.39K 0.3% 51
2023
Q1 		$8.33M Sell
41,369
-1,760
-4% -$357K 0.31% 48
2022
Q4 		$8.93M Sell
43,129
-193
-0.4% -$39.6K 0.39% 43
2022
Q3 		$8.44M Buy
43,322
+110
+0.3% +$24.3K 0.39% 45
2022
Q2 		$9.22M Buy
43,212
+1,400
+3% +$319K 0.4% 50
2022
Q1 		$11.4M Buy
41,812
+428
+1% +$108K 0.38% 41
2021
Q4 		$10.4M Buy
+41,384
New +$9.8M 0.44% 44

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stonegate Investment Group's UNP Position: Q3 2025 in Review

Stonegate Investment Group increased its Union Pacific (UNP) stake by 1.5% in Q3 2025, buying an estimated $138K and bringing the position to 41,762 shares worth $9.87M. The position accounts for 0.23% of the portfolio, ranked #56.

Stonegate Investment Group first reported a position in UNP in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.4M in Q1 2022. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • Stonegate Investment Group held 41,762 shares of Union Pacific worth $9.87M as of Q3 2025.
  • Stonegate Investment Group bought 612 Union Pacific shares in Q3 2025, an estimated $138K.
  • Union Pacific made up 0.23% of Stonegate Investment Group's portfolio in Q3 2025, its #56 holding.
  • Stonegate Investment Group first reported a position in Union Pacific in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Union Pacific position peaked at $11.4M in Q1 2022.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.