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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.