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Avidian Wealth Enterprises’s United Airlines UAL Stock Holding History

Avidian Wealth Enterprises’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 		$787K Buy
8,548
+511
+6% +$53.5K 0.02% 334
2025
Q4 		$899K Buy
8,037
+86
+1% +$8.69K 0.03% 246
2025
Q3 		$767K Buy
7,951
+139
+2% +$13.4K 0.03% 270
2025
Q2 		$622K Buy
7,812
+79
+1% +$5.82K 0.03% 288
2025
Q1 		$534K Sell
7,733
-639
-8% -$60.3K 0.02% 298
2024
Q4 		$813K Sell
8,372
-165
-2% -$13.9K 0.04% 220
2024
Q3 		$487K Sell
8,537
-1,999
-19% -$92.5K 0.02% 298
2024
Q2 		$513K Buy
10,536
+2,005
+24% +$101K 0.02% 290
2024
Q1 		$408K Buy
8,531
+1,220
+17% +$52.3K 0.02% 298
2023
Q4 		$302K Buy
7,311
+700
+11% +$27.5K 0.02% 339
2023
Q3 		$280K Buy
6,611
+100
+2% +$5.06K 0.02% 335
2023
Q2 		$357K Hold
6,511
– – 0.02% 317
2023
Q1 		$288K Buy
6,511
+927
+17% +$44.4K 0.02% 389
2022
Q4 		$211K Sell
5,584
-2,315
-29% -$93.9K 0.01% 424
2022
Q3 		$257K Sell
7,899
-250
-3% -$9.3K 0.02% 351
2022
Q2 		$289K Buy
+8,149
New +$358K 0.02% 358

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

Avidian Wealth Enterprises's UAL Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its United Airlines (UAL) stake by 6.4% in Q1 2026, buying an estimated $53.5K and bringing the position to 8,548 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #334.

Avidian Wealth Enterprises first reported a position in UAL in Q2 2022 and has held it in 16 quarters since. The position peaked at $899K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Avidian Wealth Enterprises held 8,548 shares of United Airlines worth $787K as of Q1 2026.
  • Avidian Wealth Enterprises bought 511 United Airlines shares in Q1 2026, an estimated $53.5K.
  • United Airlines made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #334 holding.
  • Avidian Wealth Enterprises first reported a position in United Airlines in Q2 2022 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's United Airlines position peaked at $899K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.