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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
2021
Q4 		– Sell
-3,500
Closed -$4K – 1793
2021
Q3 		$4K Buy
+3,500
New +$165K ﹤0.01% 1603

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.