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Accurate Wealth Management’s United Airlines UAL Stock Holding History

Accurate Wealth Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
+1,703
New +$176K 0.02% 535
2023
Q1 		– Sell
-70
Closed -$3.2K – 1381
2022
Q4 		$3.2K Buy
+70
New +$2.84K ﹤0.01% 1100

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Accurate Wealth Management's UAL Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in United Airlines (UAL) in Q2 2026: 1,703 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in UAL as recently as Q4 2022.

Accurate Wealth Management first reported a position in UAL in Q4 2022 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Accurate Wealth Management held 1,703 shares of United Airlines worth $215K as of Q2 2026.
  • United Airlines was a new Accurate Wealth Management position in Q2 2026.
  • United Airlines made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Accurate Wealth Management first reported a position in United Airlines in Q4 2022 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.