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Aspen Wealth Strategies’s United Airlines UAL Stock Holding History

Aspen Wealth Strategies’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 		$377K Buy
4,090
+169
+4% +$17.7K 0.2% 65
2025
Q4 		$438K Buy
3,921
+9
+0.2% +$909 0.24% 58
2025
Q3 		$378K Hold
3,912
– – 0.21% 60
2025
Q2 		$312K Buy
+3,912
New +$288K 0.19% 67

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

Aspen Wealth Strategies's UAL Position: Q1 2026 in Review

Aspen Wealth Strategies increased its United Airlines (UAL) stake by 4.3% in Q1 2026, buying an estimated $17.7K and bringing the position to 4,090 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #65.

Aspen Wealth Strategies first reported a position in UAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $438K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Aspen Wealth Strategies held 4,090 shares of United Airlines worth $377K as of Q1 2026.
  • Aspen Wealth Strategies bought 169 United Airlines shares in Q1 2026, an estimated $17.7K.
  • United Airlines made up 0.2% of Aspen Wealth Strategies's portfolio in Q1 2026, its #65 holding.
  • Aspen Wealth Strategies first reported a position in United Airlines in Q2 2025 and has held it in 4 quarters since.
  • Aspen Wealth Strategies's United Airlines position peaked at $438K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.