Summit Financial Wealth Advisors’s Union Pacific UNP Stock Holding History

Summit Financial Wealth Advisors’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	$836K	Buy	3,075 +486	+19%	+$128K	0.11%	91
2026 Q1	$628K	Buy	2,589 +109	+4%	+$26.7K	0.09%	100
2025 Q4	$574K	Sell	2,480 -50	-2%	-$11.4K	0.08%	102
2025 Q3	$594K	Buy	2,530 +409	+19%	+$92.2K	0.09%	94
2025 Q2	$488K	Buy	2,121 +116	+6%	+$25.8K	0.09%	94
2025 Q1	$474K	Hold	2,005	–	–	0.09%	93
2024 Q4	$487K	Sell	2,005 -1,063	-35%	-$252K	0.1%	95
2024 Q3	$756K	Buy	3,068 +2,118	+223%	+$514K	0.14%	72
2024 Q2	$215K	Hold	950	–	–	0.04%	132
2024 Q1	$234K	Hold	950	–	–	0.05%	120
2023 Q4	$233K	Hold	950	–	–	0.05%	113
2023 Q3	$201K	Buy	+950	New	+$207K	0.05%	113
2022 Q3	–	Sell	-1,051	Closed	-$228K	–	137
2022 Q2	$228K	Buy	+1,051	New	+$239K	0.05%	118
2022 Q1	–	Sell	-899	Closed	-$227K	–	148
2021 Q4	$227K	Buy	+899	New	+$213K	0.04%	125
2020 Q1	–	Sell	-1,262	Closed	-$225K	–	142
2019 Q4	$225K	Sell	1,262 -191	-13%	-$32.7K	0.05%	125
2019 Q3	$234K	Sell	1,453 -277	-16%	-$46.6K	0.06%	130
2019 Q2	$293K	Hold	1,730	–	–	0.07%	125
2019 Q1	$293K	Sell	1,730 -227	-12%	-$36.5K	0.08%	108
2018 Q4	$271K	Sell	1,957 -7	-0.4%	-$1.04K	0.09%	104
2018 Q3	$298K	Buy	+1,964	New	+$296K	0.09%	109
2018 Q2	–	Sell	-1,691	Closed	-$227K	–	146
2018 Q1	$227K	Buy	1,691 +122	+8%	+$16.4K	0.07%	125
2017 Q4	$210K	Sell	1,569 -2,145	-58%	-$259K	0.07%	135
2017 Q3	$431K	Sell	3,714 -1,274	-26%	-$137K	0.16%	91
2017 Q2	$543K	Sell	4,988 -471	-9%	-$51.4K	0.21%	88
2017 Q1	$578K	Sell	5,459 -26	-0.5%	-$2.77K	0.25%	85
2016 Q4	$569K	Sell	5,485 -74	-1%	-$7.28K	0.25%	90
2016 Q3	$542K	Sell	5,559 -686	-11%	-$64.2K	0.23%	88
2016 Q2	$545K	Sell	6,245 -157	-2%	-$13.3K	0.23%	84
2016 Q1	$509K	Sell	6,402 -140	-2%	-$10.8K	0.22%	83
2015 Q4	$512K	Buy	6,542 +5,589	+586%	+$480K	0.23%	82
2015 Q3	$84K	Hold	953	–	–	0.05%	105
2015 Q2	$90K	Buy	953 +513	+117%	+$53.5K	0.06%	113
2015 Q1	$45K	Hold	440	–	–	0.03%	127
2014 Q4	$52K	Buy	+440	New	+$50.5K	0.04%	121

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Summit Financial Wealth Advisors's UNP Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Union Pacific (UNP) stake by 19% in Q2 2026, buying an estimated $128K and bringing the position to 3,075 shares worth $836K. The position accounts for 0.11% of the portfolio, ranked #91.

Summit Financial Wealth Advisors first reported a position in UNP in Q4 2014 and has held it in 34 quarters since. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Summit Financial Wealth Advisors held 3,075 shares of Union Pacific worth $836K as of Q2 2026.
Summit Financial Wealth Advisors bought 486 Union Pacific shares in Q2 2026, an estimated $128K.
Union Pacific made up 0.11% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Summit Financial Wealth Advisors first reported a position in Union Pacific in Q4 2014 and has held it in 34 quarters since.
512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.