Summit Wealth Group (Colorado)’s Union Pacific UNP Stock Holding History

Summit Wealth Group (Colorado)’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 Q2	$561K	Buy	2,061 +179	+10%	+$47K	0.05%	203
2026 Q1	$457K	Buy	1,882 +349	+23%	+$85.5K	0.05%	190
2025 Q4	$355K	Buy	+1,533	New	+$350K	0.05%	189
2025 Q3	–	Sell	-1,572	Closed	-$362K	–	437
2025 Q2	$362K	Buy	+1,572	New	+$349K	0.09%	162

Other funds holding UNP

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UNP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Union Pacific (UNP) stake by 9.5% in Q2 2026, buying an estimated $47K and bringing the position to 2,061 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #203.

Summit Wealth Group (Colorado) first reported a position in UNP in Q2 2025 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Summit Wealth Group (Colorado) held 2,061 shares of Union Pacific worth $561K as of Q2 2026.
Summit Wealth Group (Colorado) bought 179 Union Pacific shares in Q2 2026, an estimated $47K.
Union Pacific made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #203 holding.
Summit Wealth Group (Colorado) first reported a position in Union Pacific in Q2 2025 and has held it in 4 quarters since.
1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.