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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
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

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

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

Aprio Wealth Management increased its United Airlines (UAL) stake by 56% in Q1 2026, buying an estimated $146K and bringing the position to 3,887 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #446.

Aprio Wealth Management first reported a position in UAL in Q3 2025 and has held it in 3 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Aprio Wealth Management held 3,887 shares of United Airlines worth $358K as of Q1 2026.
  • Aprio Wealth Management bought 1,391 United Airlines shares in Q1 2026, an estimated $146K.
  • United Airlines made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #446 holding.
  • Aprio Wealth Management first reported a position in United Airlines in Q3 2025 and has held it in 3 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.