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Summit Financial’s Union Pacific UNP Stock Holding History

Summit 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
2026
Q1 		$3.34M Buy
13,769
+117
+0.9% +$28.6K 0.04% 428
2025
Q4 		$3.16M Sell
13,652
-335
-2% -$76.5K 0.05% 370
2025
Q3 		$3.31M Sell
13,987
-4,054
-22% -$914K 0.05% 351
2025
Q2 		$4.15M Sell
18,041
-277
-2% -$61.5K 0.09% 187
2025
Q1 		$4.33M Buy
18,318
+1,164
+7% +$280K 0.12% 150
2024
Q4 		$3.91M Buy
17,154
+251
+1% +$59.4K 0.14% 132
2024
Q3 		$4.17M Sell
16,903
-1,739
-9% -$422K 0.16% 106
2024
Q2 		$4.22M Buy
18,642
+7,988
+75% +$1.87M 0.19% 90
2024
Q1 		$2.62M Sell
10,654
-376
-3% -$92.5K 0.16% 86
2023
Q4 		$2.71M Buy
11,030
+195
+2% +$42.9K 0.18% 78
2023
Q3 		$2.21M Buy
10,835
+159
+1% +$34.6K 0.16% 83
2023
Q2 		$2.18M Buy
10,676
+789
+8% +$157K 0.16% 82
2023
Q1 		$1.99M Sell
9,887
-102
-1% -$20.7K 0.17% 65
2022
Q4 		$2.07M Sell
9,989
-239
-2% -$49K 0.19% 54
2022
Q3 		$1.99M Buy
10,228
+1,340
+15% +$297K 0.19% 58
2022
Q2 		$1.9M Sell
8,888
-203
-2% -$46.2K 0.18% 58
2022
Q1 		$2.48M Buy
9,091
+1,023
+13% +$258K 0.19% 54
2021
Q4 		$2.03M Buy
8,068
+1,820
+29% +$431K 0.16% 58
2021
Q3 		$1.22M Buy
6,248
+3,144
+101% +$679K 0.11% 74
2021
Q2 		$683K Buy
+3,104
New +$691K 0.07% 68

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Financial's UNP Position: Q1 2026 in Review

Summit Financial increased its Union Pacific (UNP) stake by 0.86% in Q1 2026, buying an estimated $28.6K and bringing the position to 13,769 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #428.

Summit Financial first reported a position in UNP in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.33M in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Summit Financial held 13,769 shares of Union Pacific worth $3.34M as of Q1 2026.
  • Summit Financial bought 117 Union Pacific shares in Q1 2026, an estimated $28.6K.
  • Union Pacific made up 0.04% of Summit Financial's portfolio in Q1 2026, its #428 holding.
  • Summit Financial first reported a position in Union Pacific in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Union Pacific position peaked at $4.33M in Q1 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.