SWP
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Summit Wealth Partners’s Union Pacific UNP Stock Holding History

Summit Wealth Partners’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 		$546K Buy
2,008
+881
+78% +$231K 0.08% 167
2026
Q1 		$274K Buy
+1,127
New +$276K 0.04% 229

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Wealth Partners's UNP Position: Q2 2026 in Review

Summit Wealth Partners increased its Union Pacific (UNP) stake by 78% in Q2 2026, buying an estimated $231K and bringing the position to 2,008 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #167.

Summit Wealth Partners first reported a position in UNP in Q1 2026 and has held it in 2 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Summit Wealth Partners held 2,008 shares of Union Pacific worth $546K as of Q2 2026.
  • Summit Wealth Partners bought 881 Union Pacific shares in Q2 2026, an estimated $231K.
  • Union Pacific made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Summit Wealth Partners first reported a position in Union Pacific in Q1 2026 and has held it in 2 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.