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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
Q2 		$713K Buy
5,241
+1,151
+28% +$119K 0.34% 40
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

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

Aspen Wealth Strategies's UAL Position: Q2 2026 in Review

Aspen Wealth Strategies increased its United Airlines (UAL) stake by 28% in Q2 2026, buying an estimated $119K and bringing the position to 5,241 shares worth $713K. The position accounts for 0.34% of the portfolio, ranked #40.

Aspen Wealth Strategies first reported a position in UAL in Q2 2025 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Aspen Wealth Strategies held 5,241 shares of United Airlines worth $713K as of Q2 2026.
  • Aspen Wealth Strategies bought 1,151 United Airlines shares in Q2 2026, an estimated $119K.
  • United Airlines made up 0.34% of Aspen Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Aspen Wealth Strategies first reported a position in United Airlines in Q2 2025 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.