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Atlantic Private Wealth’s United Airlines UAL Stock Holding History

Atlantic Private Wealth’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 		$680 Hold
5
– – ﹤0.01% 254
2026
Q1 		$460 Hold
5
– – ﹤0.01% 283
2025
Q4 		$559 Buy
+5
New +$505 ﹤0.01% 313

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

Atlantic Private Wealth's UAL Position: Q2 2026 in Review

Atlantic Private Wealth held its United Airlines (UAL) position steady in Q2 2026 at 5 shares worth $680. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Atlantic Private Wealth first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Atlantic Private Wealth held 5 shares of United Airlines worth $680 as of Q2 2026.
  • Atlantic Private Wealth left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #254 holding.
  • Atlantic Private Wealth first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.