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 Q3	$490K	Sell	1,801 -111	-6%	-$32.3K	0.22%	76
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sunbeam Capital Management's UNP Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Union Pacific (UNP) stake by 5.8% in Q3 2026, selling an estimated $32.3K and leaving 1,801 shares worth $490K. The position accounts for 0.22% of the portfolio, ranked #76.

Sunbeam Capital Management first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $520K in Q2 2026. 1,839 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Sunbeam Capital Management held 1,801 shares of Union Pacific worth $490K as of Q3 2026.
Sunbeam Capital Management sold 111 Union Pacific shares in Q3 2026, an estimated $32.3K.
Union Pacific made up 0.22% of Sunbeam Capital Management's portfolio in Q3 2026, its #76 holding.
Sunbeam Capital Management first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's Union Pacific position peaked at $520K in Q2 2026.
1,839 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.