Syverson Strege & Co’s Union Pacific UNP Stock Holding History

Syverson Strege & Co’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
2025 Q3	–	Sell	-878	Closed	-$202K	–	173
2025 Q2	$202K	Buy	+878	New	+$195K	0.05%	162
2023 Q2	–	Sell	-191	Closed	-$38.5K	–	589
2023 Q1	$38.5K	Hold	191	–	–	0.02%	140
2022 Q4	$39.5K	Buy	191 +1	+0.5%	+$205	0.02%	141
2022 Q3	$37K	Hold	190	–	–	0.02%	133
2022 Q2	$40K	Buy	190 +1	+0.5%	+$228	0.01%	142
2022 Q1	$52K	Hold	189	–	–	0.06%	123
2021 Q4	$48K	Buy	189 +37	+24%	+$8.76K	0.04%	135
2021 Q3	$30K	Buy	152 +1	+0.7%	+$216	0.02%	165
2021 Q2	$33K	Hold	151	–	–	0.03%	157
2021 Q1	$33K	Hold	151	–	–	0.03%	145
2020 Q4	$31K	Buy	+151	New	+$30.2K	0.03%	136

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Syverson Strege & Co's UNP Position: Q3 2025 in Review

Syverson Strege & Co sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 878 shares — an estimated $202K sold.

Syverson Strege & Co first reported a position in UNP in Q4 2020 and held it in 11 quarters. The position peaked at $202K in Q2 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

Syverson Strege & Co reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
Syverson Strege & Co sold 878 Union Pacific shares in Q3 2025, an estimated $202K.
Syverson Strege & Co first reported a position in Union Pacific in Q4 2020 and held it in 11 quarters.
Syverson Strege & Co's Union Pacific position peaked at $202K in Q2 2025.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.