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AE Wealth Management’s United Airlines UAL Stock Holding History

AE 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
Q1 		$1.76M Buy
19,155
+66
+0.3% +$6.92K 0.01% 682
2025
Q4 		$2.13M Buy
19,089
+15,564
+442% +$1.57M 0.01% 584
2025
Q3 		$340K Sell
3,525
-150
-4% -$14.4K ﹤0.01% 1130
2025
Q2 		$293K Buy
3,675
+515
+16% +$37.9K ﹤0.01% 1130
2025
Q1 		$218K Sell
3,160
-426
-12% -$40.2K ﹤0.01% 1238
2024
Q4 		$348K Buy
+3,586
New +$303K ﹤0.01% 1033
2024
Q1 		– Sell
-21,601
Closed -$919K – 1931
2023
Q4 		$919K Sell
21,601
-2,978
-12% -$117K ﹤0.01% 1189
2023
Q3 		$1.04M Sell
24,579
-990
-4% -$50.1K 0.01% 1083
2023
Q2 		$1.4M Sell
25,569
-39,495
-61% -$1.86M 0.01% 957
2023
Q1 		$2.88M Sell
65,064
-20,273
-24% -$971K 0.02% 678
2022
Q4 		$3.22M Buy
85,337
+9,133
+12% +$371K 0.02% 597
2022
Q3 		$2.48M Sell
76,204
-992
-1% -$36.9K 0.02% 629
2022
Q2 		$2.73M Sell
77,196
-6,648
-8% -$292K 0.02% 565
2022
Q1 		$3.89M Buy
83,844
+11,010
+15% +$477K 0.03% 517
2021
Q4 		$3.19M Sell
72,834
-2,134
-3% -$99K 0.02% 548
2021
Q3 		$3.57M Sell
74,968
-5,702
-7% -$269K 0.03% 462
2021
Q2 		$4.22M Sell
80,670
-2,655
-3% -$147K 0.04% 417
2021
Q1 		$4.79M Buy
83,325
+4,764
+6% +$233K 0.05% 319
2020
Q4 		$3.4M Buy
78,561
+3,973
+5% +$161K 0.04% 351
2020
Q3 		$2.59M Buy
74,588
+24,323
+48% +$841K 0.04% 362
2020
Q2 		$1.74M Buy
50,265
+35,278
+235% +$1.06M 0.03% 448
2020
Q1 		$473K Buy
14,987
+5,440
+57% +$360K 0.01% 705
2019
Q4 		$841K Buy
9,547
+2,286
+31% +$205K 0.02% 566
2019
Q3 		$642K Buy
7,261
+81
+1% +$7.16K 0.02% 556
2019
Q2 		$629K Buy
+7,180
New +$608K 0.02% 526

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

AE Wealth Management's UAL Position: Q1 2026 in Review

AE Wealth Management increased its United Airlines (UAL) stake by 0.35% in Q1 2026, buying an estimated $6.92K and bringing the position to 19,155 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #682.

AE Wealth Management first reported a position in UAL in Q2 2019 and has held it in 25 quarters since. The position peaked at $4.79M in Q1 2021. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • AE Wealth Management held 19,155 shares of United Airlines worth $1.76M as of Q1 2026.
  • AE Wealth Management bought 66 United Airlines shares in Q1 2026, an estimated $6.92K.
  • United Airlines made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #682 holding.
  • AE Wealth Management first reported a position in United Airlines in Q2 2019 and has held it in 25 quarters since.
  • AE Wealth Management's United Airlines position peaked at $4.79M in Q1 2021.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.