Action Point Financial Planning’s United Airlines UAL Stock Holding History

Action Point Financial Planning’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	$37.3K	Buy	+277	New	+$28.7K	﹤0.01%	918

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Action Point Financial Planning's UAL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in United Airlines (UAL) in Q2 2026: 277 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

1,063 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Action Point Financial Planning held 277 shares of United Airlines worth $37.3K as of Q2 2026.
United Airlines was a new Action Point Financial Planning position in Q2 2026.
United Airlines made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #918 holding.
1,063 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.