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Summit Securities Group’s Union Pacific UNP Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-13
Closed -$220K – 500
2020
Q2 		$220K Buy
+13
New +$2.08K 0.03% 383
2016
Q3 		– Sell
-38
Closed -$188K – 265
2016
Q2 		$188K Buy
+38
New +$3.21K 0.1% 199
2015
Q1 		– Sell
-155
Closed -$90K – 643
2014
Q4 		$90K Buy
+155
New +$17.8K 0.03% 274

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 Securities Group's UNP Position: Q1 2026 in Review

Summit Securities Group increased its Union Pacific (UNP) stake by 292% in Q1 2026, buying an estimated $1.2M and bringing the position to 6,597 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #58.

Summit Securities Group first reported a position in UNP in Q3 2013 and has held it in 30 quarters since. The position peaked at $3.93M in Q4 2013. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Summit Securities Group held 6,597 shares of Union Pacific worth $1.6M as of Q1 2026.
  • Summit Securities Group bought 4,916 Union Pacific shares in Q1 2026, an estimated $1.2M.
  • Union Pacific made up 0.2% of Summit Securities Group's portfolio in Q1 2026, its #58 holding.
  • Summit Securities Group first reported a position in Union Pacific in Q3 2013 and has held it in 30 quarters since.
  • Summit Securities Group's Union Pacific position peaked at $3.93M in Q4 2013.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.