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
2024 Q1	–	Sell	-10,000	Closed	-$2.46M	–	907
2023 Q4	$2.46M	Hold	10,000	–	–	0.22%	77
2023 Q3	$2.04M	Buy	+10,000	New	+$2.18M	0.21%	58
2020 Q3	–	Sell	-13	Closed	-$220K	–	501
2020 Q2	$220K	Buy	+13	New	+$2.08K	0.03%	384
2019 Q1	–	Sell	-28	Closed	-$387K	–	346
2018 Q4	$387K	Buy	+28	New	+$4.15K	0.03%	223
2017 Q1	–	Sell	-235	Closed	-$2.44M	–	399
2016 Q4	$2.44M	Buy	+235	New	+$23.1K	0.53%	40
2014 Q2	–	Sell	-58	Closed	-$1K	–	653
2014 Q1	$1K	Sell	58 -430	-88%	-$38.2K	﹤0.01%	371
2013 Q4	$1K	Buy	488 +188	+63%	+$14.9K	﹤0.01%	474
2013 Q3	$5K	Buy	+300	New	+$23.7K	﹤0.01%	305

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.