Sweeney & Michel’s Union Pacific UNP Stock Holding History

Sweeney & Michel’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 Q1	$661K	Buy	2,629 +4	+0.2%	+$979	0.19%	74
2025 Q4	$690K	Buy	2,625 +3	+0.1%	+$685	0.2%	72
2025 Q3	$591K	Sell	2,622 -43	-2%	-$9.69K	0.2%	77
2025 Q2	$627K	Buy	2,665 +15	+0.6%	+$3.33K	0.22%	70
2025 Q1	$552K	Buy	+2,650	New	+$638K	0.24%	67
2024 Q3	$639K	Sell	2,619 -34	-1%	-$8.24K	0.25%	64
2024 Q2	$588K	Buy	2,653 +15	+0.6%	+$3.52K	0.25%	61
2024 Q1	$646K	Buy	+2,638	New	+$649K	0.29%	61
2023 Q3	$553K	Buy	2,610 +16	+0.6%	+$3.48K	0.29%	60
2023 Q2	$593K	Buy	2,594 +17	+0.7%	+$3.38K	0.31%	52
2023 Q1	$506K	Buy	+2,577	New	+$522K	0.27%	58

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sweeney & Michel's UNP Position: Q1 2026 in Review

Sweeney & Michel increased its Union Pacific (UNP) stake by 0.15% in Q1 2026, buying an estimated $979 and bringing the position to 2,629 shares worth $661K. The position accounts for 0.19% of the portfolio, ranked #74.

Sweeney & Michel first reported a position in UNP in Q1 2023 and has held it in 11 quarters since. The position peaked at $690K in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Sweeney & Michel held 2,629 shares of Union Pacific worth $661K as of Q1 2026.
Sweeney & Michel bought 4 Union Pacific shares in Q1 2026, an estimated $979.
Union Pacific made up 0.19% of Sweeney & Michel's portfolio in Q1 2026, its #74 holding.
Sweeney & Michel first reported a position in Union Pacific in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Union Pacific position peaked at $690K in Q4 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.