Summit Wealth Group’s Union Pacific UNP Stock Holding History

Summit Wealth 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
2026 Q2	–	Sell	-825	Closed	-$200K	–	134
2026 Q1	$200K	Buy	+825	New	+$202K	0.05%	125
2024 Q4	–	Sell	-899	Closed	-$222K	–	104
2024 Q3	$222K	Hold	899	–	–	0.06%	93
2024 Q2	$203K	Buy	+899	New	+$211K	0.06%	94
2023 Q3	–	Sell	-1,039	Closed	-$213K	–	72
2023 Q2	$213K	Sell	1,039 -208,070	-100%	-$41.4M	0.09%	71
2023 Q1	$1K	Buy	+209,109	New	+$42.4M	0.02%	146
2021 Q4	–	Sell	-2,726	Closed	-$534K	–	50
2021 Q3	$534K	Buy	+2,726	New	+$589K	0.84%	22
2021 Q1	–	Sell	-2,174	Closed	-$453K	–	214
2020 Q4	$453K	Hold	2,174	–	–	0.28%	31
2020 Q3	$428K	Hold	2,174	–	–	0.37%	23
2020 Q2	$368K	Buy	2,174 +72	+3%	+$11.5K	0.34%	22
2020 Q1	$296K	Hold	2,102	–	–	0.3%	23
2019 Q4	$380K	Buy	+2,102	New	+$360K	0.36%	22

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 Wealth Group's UNP Position: Q2 2026 in Review

Summit Wealth Group sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 825 shares — an estimated $200K sold.

Summit Wealth Group first reported a position in UNP in Q4 2019 and held it in 11 quarters. The position peaked at $534K in Q3 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Summit Wealth Group reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
Summit Wealth Group sold 825 Union Pacific shares in Q2 2026, an estimated $200K.
Summit Wealth Group first reported a position in Union Pacific in Q4 2019 and held it in 11 quarters.
Summit Wealth Group's Union Pacific position peaked at $534K in Q3 2021.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.