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 Q3	$718K	Buy	2,639 +8	+0.3%	+$2.33K	0.19%	75
2026 Q2	$771K	Buy	2,631 +2	+0.1%	+$525	0.2%	70
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%	-$9.7K	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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sweeney & Michel's UNP Position: Q3 2026 in Review

Sweeney & Michel increased its Union Pacific (UNP) stake by 0.3% in Q3 2026, buying an estimated $2.33K and bringing the position to 2,639 shares worth $718K. The position accounts for 0.19% of the portfolio, ranked #75.

Sweeney & Michel first reported a position in UNP in Q1 2023 and has held it in 13 quarters since. The position peaked at $771K in Q2 2026. 882 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Sweeney & Michel held 2,639 shares of Union Pacific worth $718K as of Q3 2026.
Sweeney & Michel bought 8 Union Pacific shares in Q3 2026, an estimated $2.33K.
Union Pacific made up 0.19% of Sweeney & Michel's portfolio in Q3 2026, its #75 holding.
Sweeney & Michel first reported a position in Union Pacific in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Union Pacific position peaked at $771K in Q2 2026.
882 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.