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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
Q2 		$621K Buy
4,565
+520
+13% +$53.9K 0.04% 274
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

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

Advisor OS's UAL Position: Q2 2026 in Review

Advisor OS increased its United Airlines (UAL) stake by 13% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,565 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #274.

Advisor OS first reported a position in UAL in Q2 2025 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Advisor OS held 4,565 shares of United Airlines worth $621K as of Q2 2026.
  • Advisor OS bought 520 United Airlines shares in Q2 2026, an estimated $53.9K.
  • United Airlines made up 0.04% of Advisor OS's portfolio in Q2 2026, its #274 holding.
  • Advisor OS first reported a position in United Airlines in Q2 2025 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.