Summit Financial Strategies’s Union Pacific UNP Stock Holding History

Summit Financial Strategies’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 Q4	–	Sell	-900	Closed	-$213K	–	173
2025 Q3	$213K	Sell	900 -86	-9%	-$19.4K	0.02%	143
2025 Q2	$227K	Buy	986 +9	+0.9%	+$2K	0.02%	134
2025 Q1	$231K	Hold	977	–	–	0.02%	126
2024 Q4	$223K	Hold	977	–	–	0.02%	131
2024 Q3	$241K	Hold	977	–	–	0.03%	130
2024 Q2	$221K	Buy	977 +24	+3%	+$5.63K	0.03%	130
2024 Q1	$234K	Hold	953	–	–	0.03%	128
2023 Q4	$234K	Buy	+953	New	+$210K	0.04%	127
2022 Q2	–	Sell	-913	Closed	-$249K	–	129
2022 Q1	$249K	Hold	913	–	–	0.05%	99
2021 Q4	$230K	Sell	913 -587	-39%	-$139K	0.04%	109
2021 Q3	$294K	Sell	1,500 -10	-0.7%	-$2.16K	0.06%	93
2021 Q2	$332K	Buy	+1,510	New	+$336K	0.07%	83

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Summit Financial Strategies's UNP Position: Q4 2025 in Review

Summit Financial Strategies sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 900 shares — an estimated $213K sold.

Summit Financial Strategies first reported a position in UNP in Q2 2021 and held it in 12 quarters. The position peaked at $332K in Q2 2021. 2,736 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

Summit Financial Strategies reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
Summit Financial Strategies sold 900 Union Pacific shares in Q4 2025, an estimated $213K.
Summit Financial Strategies first reported a position in Union Pacific in Q2 2021 and held it in 12 quarters.
Summit Financial Strategies's Union Pacific position peaked at $332K in Q2 2021.
2,736 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.