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Ascent Group’s United Airlines UAL Stock Holding History

Ascent Group’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 		$695K Sell
7,553
-954
-11% -$100K 0.02% 437
2025
Q4 		$951K Buy
8,507
+337
+4% +$34.1K 0.03% 384
2025
Q3 		$788K Buy
8,170
+2,193
+37% +$211K 0.03% 398
2025
Q2 		$476K Sell
5,977
-1,833
-23% -$135K 0.02% 480
2025
Q1 		$539K Buy
+7,810
New +$738K 0.02% 447

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

Ascent Group's UAL Position: Q1 2026 in Review

Ascent Group reduced its United Airlines (UAL) stake by 11% in Q1 2026, selling an estimated $100K and leaving 7,553 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #437.

Ascent Group first reported a position in UAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $951K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Ascent Group held 7,553 shares of United Airlines worth $695K as of Q1 2026.
  • Ascent Group sold 954 United Airlines shares in Q1 2026, an estimated $100K.
  • United Airlines made up 0.02% of Ascent Group's portfolio in Q1 2026, its #437 holding.
  • Ascent Group first reported a position in United Airlines in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's United Airlines position peaked at $951K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.