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Aprio Wealth Management’s United Airlines UAL Stock Holding History

Aprio 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
Q2 		$711K Buy
5,230
+1,343
+35% +$139K 0.04% 303
2026
Q1 		$358K Buy
3,887
+1,391
+56% +$146K 0.02% 446
2025
Q4 		$335K Buy
2,496
+12
+0.5% +$1.21K 0.02% 412
2025
Q3 		$240K Buy
+2,484
New +$239K 0.02% 380

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

Aprio Wealth Management's UAL Position: Q2 2026 in Review

Aprio Wealth Management increased its United Airlines (UAL) stake by 35% in Q2 2026, buying an estimated $139K and bringing the position to 5,230 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #303.

Aprio Wealth Management first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Aprio Wealth Management held 5,230 shares of United Airlines worth $711K as of Q2 2026.
  • Aprio Wealth Management bought 1,343 United Airlines shares in Q2 2026, an estimated $139K.
  • United Airlines made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Aprio Wealth Management first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.