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Summit Global Investments’s Union Pacific UNP Stock Holding History

Summit Global Investments’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 		$613K Sell
2,527
-759
-23% -$186K 0.04% 294
2025
Q4 		$760K Sell
3,286
-15,762
-83% -$3.6M 0.04% 246
2025
Q3 		$4.5M Sell
19,048
-32,934
-63% -$7.42M 0.26% 64
2025
Q2 		$12M Buy
51,982
+18,735
+56% +$4.16M 0.71% 21
2025
Q1 		$7.85M Sell
33,247
-17,720
-35% -$4.27M 0.57% 31
2024
Q4 		$11.6M Buy
50,967
+6,295
+14% +$1.49M 0.73% 28
2024
Q3 		$11M Sell
44,672
-1,081
-2% -$262K 0.7% 32
2024
Q2 		$10.4M Sell
45,753
-643
-1% -$151K 0.7% 32
2024
Q1 		$11.4M Buy
46,396
+44,261
+2,073% +$10.9M 0.85% 30
2023
Q4 		$524K Sell
2,135
-1,347
-39% -$296K 0.03% 330
2023
Q3 		$709K Buy
3,482
+512
+17% +$112K 0.05% 280
2023
Q2 		$608K Buy
+2,970
New +$590K 0.04% 307
2022
Q2 		– Sell
-9,797
Closed -$2.68M – 534
2022
Q1 		$2.68M Sell
9,797
-30
-0.3% -$7.58K 0.2% 116
2021
Q4 		$2.48M Buy
9,827
+30
+0.3% +$7.11K 0.16% 126
2021
Q3 		$1.92M Buy
9,797
+50
+0.5% +$10.8K 0.14% 130
2021
Q2 		$2.14M Buy
9,747
+2,229
+30% +$496K 0.13% 131
2021
Q1 		$1.66M Buy
+7,518
New +$1.58M 0.11% 149
2019
Q1 		– Sell
-5,625
Closed -$778K – 308
2018
Q4 		$778K Sell
5,625
-600
-10% -$88.9K 0.12% 121
2018
Q3 		$1.01M Buy
6,225
+855
+16% +$129K 0.14% 111
2018
Q2 		$761K Sell
5,370
-400
-7% -$55.8K 0.11% 119
2018
Q1 		$776K Sell
5,770
-1,110
-16% -$149K 0.12% 86
2017
Q4 		$923K Hold
6,880
– – 0.14% 94
2017
Q3 		$798K Buy
6,880
+1,080
+19% +$116K 0.12% 102
2017
Q2 		$632K Buy
5,800
+1,090
+23% +$119K 0.19% 95
2017
Q1 		$499K Buy
+4,710
New +$502K 0.16% 122

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 Global Investments's UNP Position: Q1 2026 in Review

Summit Global Investments reduced its Union Pacific (UNP) stake by 23% in Q1 2026, selling an estimated $186K and leaving 2,527 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #294.

Summit Global Investments first reported a position in UNP in Q1 2017 and has held it in 25 quarters since. The position peaked at $12M in Q2 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Summit Global Investments held 2,527 shares of Union Pacific worth $613K as of Q1 2026.
  • Summit Global Investments sold 759 Union Pacific shares in Q1 2026, an estimated $186K.
  • Union Pacific made up 0.04% of Summit Global Investments's portfolio in Q1 2026, its #294 holding.
  • Summit Global Investments first reported a position in Union Pacific in Q1 2017 and has held it in 25 quarters since.
  • Summit Global Investments's Union Pacific position peaked at $12M in Q2 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.