Sloy Dahl & Holst, LLC UNP UNION PACIFIC CORP COM

Ownership history in Sloy Dahl & Holst, LLC  ·  26 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported UNION PACIFIC CORP COM (UNP) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q1. The latest visible filing shows UNP at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sloy Dahl & Holst, LLC's position in UNION PACIFIC CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNP was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sloy Dahl & Holst, LLC held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,050 0% 0.20% $1.5M 2026-05-14 $267.95
2025 Q4 UNCHANGED 6,050 0% 0.17% $1.4M 2026-02-04 $247.18
2025 Q3 UNCHANGED 6,050 0% 0.15% $1.4M 2025-10-14 $223.42
2025 Q2 UNCHANGED 6,050 0% 0.19% $1.4M 2025-07-30 $220.28
2025 Q1 UNCHANGED 6,050 0% 0.25% $1.4M 2025-05-12 $224.38
2024 Q4 ADDED 6,050 +50 +0.8% 0.17% $1.4M 2025-01-27 $245.92
2024 Q3 UNCHANGED 6,000 0% 0.25% $1.5M 2024-10-17 $232.30
2024 Q2 UNCHANGED 6,000 0% 0.29% $1.4M 2024-07-22 $232.56
2024 Q1 UNCHANGED 6,000 0% 0.35% $1.5M 2024-04-19 $220.60
2023 Q4 UNCHANGED 6,000 0% 0.30% $1.5M 2024-01-30 $233.30
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sloy Dahl & Holst, LLC and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sloy Dahl & Holst, LLC reported owning UNP?

Sloy Dahl & Holst, LLC reported UNP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNP position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for UNP was 0.35% in 2024 Q1.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q1, when Sloy Dahl & Holst, LLC reported 6,050 shares, equal to 0.20% of portfolio, with an estimated market value of $1.5M.

What does the chart on this UNP ownership page compare?

The chart compares Sloy Dahl & Holst, LLC's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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