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Symphony Financial’s Union Pacific UNP Stock Holding History

Symphony Financial’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 		$486K Buy
1,784
+139
+8% +$36.5K 0.05% 201
2026
Q1 		$394K Sell
1,645
-50
-3% -$12.2K 0.05% 193
2025
Q4 		$395K Sell
1,695
-408
-19% -$93.1K 0.05% 191
2025
Q3 		$495K Sell
2,103
-868
-29% -$196K 0.06% 164
2025
Q2 		$515K Buy
+2,971
New +$660K 0.07% 151
2025
Q1 		– Sell
-1,807
Closed -$428K – 216
2024
Q4 		$428K Sell
1,807
-400
-18% -$94.7K 0.07% 149
2024
Q3 		$539K Buy
2,207
+34
+2% +$8.24K 0.09% 138
2024
Q2 		$486K Buy
2,173
+592
+37% +$139K 0.09% 135
2024
Q1 		$389K Buy
1,581
+69
+5% +$17K 0.09% 132
2023
Q4 		$357K Buy
1,512
+57
+4% +$12.5K 0.08% 156
2023
Q3 		$295K Buy
1,455
+19
+1% +$4.14K 0.07% 133
2023
Q2 		$294K Sell
1,436
-274
-16% -$54.5K 0.07% 153
2023
Q1 		$339K Sell
1,710
-10
-0.6% -$2.03K 0.09% 168
2022
Q4 		$360K Sell
1,720
-50
-3% -$10.3K 0.1% 158
2022
Q3 		$353K Sell
1,770
-2
-0.1% -$443 0.12% 157
2022
Q2 		$378K Sell
1,772
-323
-15% -$73.5K 0.11% 146
2022
Q1 		$513K Buy
2,095
+431
+26% +$109K 0.12% 124
2021
Q4 		$412K Buy
1,664
+399
+32% +$94.5K 0.11% 121
2021
Q3 		$255K Sell
1,265
-478
-27% -$103K 0.09% 154
2021
Q2 		$382K Sell
1,743
-1,359
-44% -$303K 0.13% 120
2021
Q1 		$648K Sell
3,102
-10,534
-77% -$2.21M 0.17% 92
2020
Q4 		$2.77M Buy
13,636
+995
+8% +$199K 0.99% 25
2020
Q3 		$2.49M Buy
12,641
+1,375
+12% +$256K 1.02% 25
2020
Q2 		$1.91M Sell
11,266
-2,419
-18% -$388K 0.92% 26
2020
Q1 		$1.92M Buy
+13,685
New +$2.26M 1.32% 18

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 $3.38T AUM 44.17% 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

Symphony Financial's UNP Position: Q2 2026 in Review

Symphony Financial increased its Union Pacific (UNP) stake by 8.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 1,784 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #201.

Symphony Financial first reported a position in UNP in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.77M in Q4 2020. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Symphony Financial held 1,784 shares of Union Pacific worth $486K as of Q2 2026.
  • Symphony Financial bought 139 Union Pacific shares in Q2 2026, an estimated $36.5K.
  • Union Pacific made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #201 holding.
  • Symphony Financial first reported a position in Union Pacific in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Union Pacific position peaked at $2.77M in Q4 2020.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.