SSG
UNP icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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. 2,881 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.
  • 2,881 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.