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Syntegra Private Wealth Group’s Union Pacific UNP Stock Holding History

Syntegra Private Wealth Group’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 		$731K Sell
2,689
-43
-2% -$11.3K 0.06% 86
2026
Q1 		$663K Sell
2,732
-41
-1% -$10K 0.06% 84
2025
Q4 		$641K Sell
2,773
-5
-0.2% -$1.14K 0.06% 83
2025
Q3 		$657K Sell
2,778
-46
-2% -$10.4K 0.06% 81
2025
Q2 		$650K Buy
2,824
+25
+0.9% +$5.55K 0.07% 73
2025
Q1 		$661K Buy
2,799
+60
+2% +$14.4K 0.08% 66
2024
Q4 		$625K Sell
2,739
-50
-2% -$11.8K 0.07% 64
2024
Q3 		$687K Buy
2,789
+69
+3% +$16.7K 0.08% 64
2024
Q2 		$615K Sell
2,720
-148
-5% -$34.7K 0.08% 61
2024
Q1 		$705K Buy
2,868
+5
+0.2% +$1.23K 0.09% 59
2023
Q4 		$703K Sell
2,863
-19
-0.7% -$4.18K 0.1% 53
2023
Q3 		$587K Sell
2,882
-7
-0.2% -$1.52K 0.09% 58
2023
Q2 		$591K Buy
2,889
+7
+0.2% +$1.39K 0.09% 62
2023
Q1 		$580K Buy
2,882
+69
+2% +$14K 0.1% 55
2022
Q4 		$582K Buy
+2,813
New +$577K 0.12% 50

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Syntegra Private Wealth Group's UNP Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Union Pacific (UNP) stake by 1.6% in Q2 2026, selling an estimated $11.3K and leaving 2,689 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #86.

Syntegra Private Wealth Group first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Syntegra Private Wealth Group held 2,689 shares of Union Pacific worth $731K as of Q2 2026.
  • Syntegra Private Wealth Group sold 43 Union Pacific shares in Q2 2026, an estimated $11.3K.
  • Union Pacific made up 0.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #86 holding.
  • Syntegra Private Wealth Group first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.