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Synergy Investment Management’s Union Pacific UNP Stock Holding History

Synergy Investment 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 		$35.6K Buy
123
+99
+413% +$26K 0.01% 433
2026
Q1 		$5.87K Buy
+24
New +$5.88K ﹤0.01% 560
2025
Q2 		– Sell
-18
Closed -$4.25K – 536
2025
Q1 		$4.25K Buy
18
+8
+80% +$1.93K ﹤0.01% 473
2024
Q4 		$2.28K Buy
+10
New +$2.37K ﹤0.01% 560

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 $3.37T AUM 44.26% 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

Synergy Investment Management's UNP Position: Q2 2026 in Review

Synergy Investment Management increased its Union Pacific (UNP) stake by 413% in Q2 2026, buying an estimated $26K and bringing the position to 123 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #433.

Synergy Investment Management first reported a position in UNP in Q4 2024 and has held it in 4 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Synergy Investment Management held 123 shares of Union Pacific worth $35.6K as of Q2 2026.
  • Synergy Investment Management bought 99 Union Pacific shares in Q2 2026, an estimated $26K.
  • Union Pacific made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #433 holding.
  • Synergy Investment Management first reported a position in Union Pacific in Q4 2024 and has held it in 4 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.