Summit Securities Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.5K | Sell |
138
-6,459
| -98% | -$1.7M | ﹤0.01% | 621 |
|
|
2026
Q1 | $1.6M | Buy |
6,597
+4,916
| +292% | +$1.2M | 0.2% | 58 |
|
|
2025
Q4 | $389K | Buy |
1,681
+659
| +64% | +$150K | 0.05% | 230 |
|
|
2025
Q3 | $242K | Buy |
1,022
+345
| +51% | +$77.8K | 0.05% | 248 |
|
|
2025
Q2 | $156K | Buy |
+677
| New | +$150K | 0.03% | 288 |
|
|
2024
Q2 | – | Sell |
-188
| Closed | -$46K | – | 804 |
|
|
2024
Q1 | $46K | Sell |
188
-3,213
| -94% | -$791K | 0.01% | 265 |
|
|
2023
Q4 | $835K | Buy |
3,401
+1,201
| +55% | +$264K | 0.08% | 149 |
|
|
2023
Q3 | $448K | Buy |
2,200
+902
| +69% | +$196K | 0.05% | 130 |
|
|
2023
Q2 | $266K | Sell |
1,298
-403
| -24% | -$80.1K | 0.03% | 188 |
|
|
2023
Q1 | $342K | Sell |
1,701
-890
| -34% | -$180K | 0.03% | 168 |
|
|
2022
Q4 | $537K | Sell |
2,591
-206
| -7% | -$42.3K | 0.02% | 229 |
|
|
2022
Q3 | $545K | Buy |
2,797
+1,385
| +98% | +$306K | 0.04% | 232 |
|
|
2022
Q2 | $301K | Buy |
1,412
+851
| +152% | +$194K | 0.04% | 250 |
|
|
2022
Q1 | $153K | Sell |
561
-5,306
| -90% | -$1.34M | 0.02% | 422 |
|
|
2021
Q4 | $1.48M | Buy |
+5,867
| New | +$1.39M | 0.07% | 199 |
|
|
2021
Q3 | – | Sell |
-1,512
| Closed | -$333K | – | 897 |
|
|
2021
Q2 | $333K | Buy |
+1,512
| New | +$337K | 0.03% | 495 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$625K | – | 778 |
|
|
2020
Q4 | $625K | Buy |
3,000
+103
| +4% | +$20.6K | 0.05% | 307 |
|
|
2020
Q3 | $570K | Buy |
+2,897
| New | +$538K | 0.06% | 211 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$325K | – | 485 |
|
|
2019
Q4 | $325K | Buy |
+1,800
| New | +$308K | 0.02% | 336 |
|
|
2019
Q1 | – | Sell |
-4,300
| Closed | -$594K | – | 345 |
|
|
2018
Q4 | $594K | Buy |
+4,300
| New | +$637K | 0.05% | 185 |
|
|
2018
Q1 | – | Sell |
-6,400
| Closed | -$858K | – | 234 |
|
|
2017
Q4 | $858K | Buy |
6,400
+4,000
| +167% | +$482K | 0.1% | 70 |
|
|
2017
Q3 | $278K | Buy |
+2,400
| New | +$257K | 0.05% | 149 |
|
|
2017
Q1 | – | Sell |
-29,300
| Closed | -$3.04M | – | 398 |
|
|
2016
Q4 | $3.04M | Buy |
+29,300
| New | +$2.88M | 0.66% | 32 |
|
|
2015
Q3 | – | Sell |
-700
| Closed | -$67K | – | 521 |
|
|
2015
Q2 | $67K | Sell |
700
-200
| -22% | -$20.9K | 0.03% | 165 |
|
|
2015
Q1 | $97K | Sell |
900
-7,500
| -89% | -$880K | 0.07% | 128 |
|
|
2014
Q4 | $1M | Sell |
8,400
-9,275
| -52% | -$1.06M | 0.29% | 63 |
|
|
2014
Q3 | $1.92M | Buy |
17,675
+10,975
| +164% | +$1.14M | 0.56% | 47 |
|
|
2014
Q2 | $668K | Sell |
6,700
-2,100
| -24% | -$203K | 0.23% | 73 |
|
|
2014
Q1 | $826K | Sell |
8,800
-38,000
| -81% | -$3.38M | 0.49% | 30 |
|
|
2013
Q4 | $3.93M | Buy |
46,800
+21,800
| +87% | +$1.73M | 0.68% | 28 |
|
|
2013
Q3 | $1.94M | Buy |
+25,000
| New | +$1.98M | 0.66% | 27 |
|
Other funds holding UNP
Summit Securities Group's UNP Position: Q2 2026 in Review
Summit Securities Group reduced its Union Pacific (UNP) stake by 98% in Q2 2026, selling an estimated $1.7M and leaving 138 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.
Summit Securities Group first reported a position in UNP in Q3 2013 and has held it in 31 quarters since. The position peaked at $3.93M in Q4 2013. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Summit Securities Group held 138 shares of Union Pacific worth $37.5K as of Q2 2026.
- Summit Securities Group sold 6,459 Union Pacific shares in Q2 2026, an estimated $1.7M.
- Union Pacific made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #621 holding.
- Summit Securities Group first reported a position in Union Pacific in Q3 2013 and has held it in 31 quarters since.
- Summit Securities Group's Union Pacific position peaked at $3.93M in Q4 2013.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.