Sunbeam Capital Management’s Union Pacific UNP Stock Holding History

Sunbeam Capital Management’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	$520K	Buy	1,912 +14	+0.7%	+$3.68K	0.24%	78
2026 Q1	$461K	Buy	1,898 +23	+1%	+$5.63K	0.26%	68
2025 Q4	$434K	Buy	1,875 +11	+0.6%	+$2.51K	0.26%	66
2025 Q3	$441K	Buy	1,864 +49	+3%	+$11K	0.27%	62
2025 Q2	$418K	Buy	1,815 +1	+0.1%	+$222	0.32%	55
2025 Q1	$429K	Buy	1,814 +1	+0.1%	+$241	0.41%	48
2024 Q4	$413K	Buy	+1,813	New	+$429K	0.38%	46

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sunbeam Capital Management's UNP Position: Q2 2026 in Review

Sunbeam Capital Management increased its Union Pacific (UNP) stake by 0.74% in Q2 2026, buying an estimated $3.68K and bringing the position to 1,912 shares worth $520K. The position accounts for 0.24% of the portfolio, ranked #78.

Sunbeam Capital Management first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 1,349 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Sunbeam Capital Management held 1,912 shares of Union Pacific worth $520K as of Q2 2026.
Sunbeam Capital Management bought 14 Union Pacific shares in Q2 2026, an estimated $3.68K.
Union Pacific made up 0.24% of Sunbeam Capital Management's portfolio in Q2 2026, its #78 holding.
Sunbeam Capital Management first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
1,349 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.