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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Securities Group's UNP Position: Q3 2026 in Review

Summit Securities Group reduced its Union Pacific (UNP) stake by 99% in Q3 2026, selling an estimated $39.8K and leaving 1 share worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Summit Securities Group first reported a position in UNP in Q3 2013 and has held it in 32 quarters since. The position peaked at $3.93M in Q4 2013. 1,850 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Summit Securities Group held 1 share of Union Pacific worth $272 as of Q3 2026.
Summit Securities Group sold 137 Union Pacific shares in Q3 2026, an estimated $39.8K.
Union Pacific made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #900 holding.
Summit Securities Group first reported a position in Union Pacific in Q3 2013 and has held it in 32 quarters since.
Summit Securities Group's Union Pacific position peaked at $3.93M in Q4 2013.
1,850 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.