Position in UNP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$560,592
+$103,982 QoQ
Shares Held
2,061
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,874
of 2,880 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $864,831 across 2 Railroads names. UNP ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
2,061 | $560,592 | |
| 2 | CSX |
Csx Corp
|
6,401 | $304,239 |
All Filings in UNP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,592 | 2,061 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $456,610 | 1,882 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $354,613 | 1,533 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $361,685 | 1,572 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||