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Advisor OS’s United Airlines UAL Stock Holding History

Advisor OS’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
Q1 		$372K Sell
4,045
-18
-0.4% -$1.89K 0.03% 373
2025
Q4 		$454K Buy
4,063
+340
+9% +$34.4K 0.04% 293
2025
Q3 		$359K Buy
3,723
+123
+3% +$11.8K 0.03% 337
2025
Q2 		$287K Buy
+3,600
New +$265K 0.03% 362

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor OS's UAL Position: Q1 2026 in Review

Advisor OS reduced its United Airlines (UAL) stake by 0.44% in Q1 2026, selling an estimated $1.89K and leaving 4,045 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #373.

Advisor OS first reported a position in UAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Advisor OS held 4,045 shares of United Airlines worth $372K as of Q1 2026.
  • Advisor OS sold 18 United Airlines shares in Q1 2026, an estimated $1.89K.
  • United Airlines made up 0.03% of Advisor OS's portfolio in Q1 2026, its #373 holding.
  • Advisor OS first reported a position in United Airlines in Q2 2025 and has held it in 4 quarters since.
  • Advisor OS's United Airlines position peaked at $454K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.