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Summit Trail Advisors’s Union Pacific UNP Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$4.75M Buy
19,593
+3,614
+23% +$885K 0.07% 175
2025
Q4 		$3.7M Sell
15,979
-3,131
-16% -$715K 0.06% 179
2025
Q3 		$4.52M Buy
19,110
+3,702
+24% +$834K 0.06% 159
2025
Q2 		$3.55M Buy
+15,408
New +$3.42M 0.06% 163
2024
Q4 		– Sell
-6,726
Closed -$1.66M – 750
2024
Q3 		$1.66M Buy
6,726
+309
+5% +$74.9K 0.04% 188
2024
Q2 		$1.45M Sell
6,417
-1,018
-14% -$239K 0.04% 176
2024
Q1 		$1.83M Buy
7,435
+632
+9% +$156K 0.05% 141
2023
Q4 		$1.67M Buy
6,803
+291
+4% +$64K 0.06% 116
2023
Q3 		$1.33M Buy
6,512
+1,012
+18% +$220K 0.05% 129
2023
Q2 		$1.13M Buy
5,500
+2,767
+101% +$550K 0.04% 154
2023
Q1 		$550K Buy
2,733
+42
+2% +$8.51K 0.02% 207
2022
Q4 		$557K Sell
2,691
-432
-14% -$88.6K 0.02% 170
2022
Q3 		$608K Buy
3,123
+347
+13% +$76.8K 0.03% 149
2022
Q2 		$592K Sell
2,776
-1,436
-34% -$327K 0.04% 165
2022
Q1 		$1.15M Buy
+4,212
New +$1.06M 0.09% 94
2020
Q4 		– Sell
-1,332
Closed -$267K – 248
2020
Q3 		$267K Buy
+1,332
New +$248K 0.05% 169
2018
Q2 		– Sell
-3,504
Closed -$478K – 675
2018
Q1 		$478K Buy
3,504
+360
+11% +$48.4K 0.08% 216
2017
Q4 		$441K Buy
+3,144
New +$379K 0.06% 248

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 Trail Advisors's UNP Position: Q1 2026 in Review

Summit Trail Advisors increased its Union Pacific (UNP) stake by 23% in Q1 2026, buying an estimated $885K and bringing the position to 19,593 shares worth $4.75M. The position accounts for 0.07% of the portfolio, ranked #175.

Summit Trail Advisors first reported a position in UNP in Q4 2017 and has held it in 18 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Summit Trail Advisors held 19,593 shares of Union Pacific worth $4.75M as of Q1 2026.
  • Summit Trail Advisors bought 3,614 Union Pacific shares in Q1 2026, an estimated $885K.
  • Union Pacific made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #175 holding.
  • Summit Trail Advisors first reported a position in Union Pacific in Q4 2017 and has held it in 18 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.