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Avion Wealth’s United Airlines UAL Stock Holding History

Avion 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
Q1 		$592K Buy
6,433
+190
+3% +$19.9K 0.12% 48
2025
Q4 		$698K Sell
6,243
-718
-10% -$72.6K 0.15% 44
2025
Q3 		$671K Buy
6,961
+26
+0.4% +$2.5K 0.14% 44
2025
Q2 		$552K Sell
6,935
-1,069
-13% -$78.8K 0.13% 49
2025
Q1 		$777K Hold
8,004
– – 0.2% 40
2024
Q4 		$777K Sell
8,004
-567
-7% -$47.9K 0.2% 40
2024
Q3 		$489K Sell
8,571
-687
-7% -$31.8K 0.13% 47
2024
Q2 		$450K Sell
9,258
-2,133
-19% -$107K 0.12% 47
2024
Q1 		$546K Sell
11,391
-60
-0.5% -$2.57K 0.15% 41
2023
Q4 		$472K Sell
11,451
-824
-7% -$32.4K 0.13% 47
2023
Q3 		$519K Buy
12,275
+1
+0% +$51 0.15% 45
2023
Q2 		$672K Buy
12,274
+972
+9% +$45.9K 0.18% 42
2023
Q1 		$426K Hold
11,302
– – 0.12% 43
2022
Q4 		$367K Hold
11,302
– – 0.11% 46
2022
Q3 		$368K Buy
11,302
+1,145
+11% +$42.6K 0.11% 46
2022
Q2 		$360K Buy
10,157
+1,979
+24% +$86.9K 0.11% 48
2022
Q1 		$379K Buy
8,178
+251
+3% +$10.9K 0.11% 43
2021
Q4 		$347K Sell
7,927
-305
-4% -$14.1K 0.1% 45
2021
Q3 		$392K Sell
8,232
-598
-7% -$28.2K 0.12% 35
2021
Q2 		$462K Sell
8,830
-957
-10% -$53.1K 0.14% 32
2021
Q1 		$563K Buy
9,787
+1,652
+20% +$80.7K 0.2% 28
2020
Q4 		$352K Buy
8,135
+1,009
+14% +$40.8K 0.11% 34
2020
Q3 		$248K Sell
7,126
-536
-7% -$18.5K 0.08% 38
2020
Q2 		$265K Buy
7,662
+2,662
+53% +$79.8K 0.09% 38
2020
Q1 		$158K Buy
5,000
+879
+21% +$58.1K 0.07% 40
2019
Q4 		$363K Buy
4,121
+1,668
+68% +$150K 0.32% 33
2019
Q3 		$217K Buy
+2,453
New +$217K 0.21% 41

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

Avion Wealth's UAL Position: Q1 2026 in Review

Avion Wealth increased its United Airlines (UAL) stake by 3% in Q1 2026, buying an estimated $19.9K and bringing the position to 6,433 shares worth $592K. The position accounts for 0.12% of the portfolio, ranked #48.

Avion Wealth first reported a position in UAL in Q3 2019 and has held it in 27 quarters since. The position peaked at $777K in Q1 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Avion Wealth held 6,433 shares of United Airlines worth $592K as of Q1 2026.
  • Avion Wealth bought 190 United Airlines shares in Q1 2026, an estimated $19.9K.
  • United Airlines made up 0.12% of Avion Wealth's portfolio in Q1 2026, its #48 holding.
  • Avion Wealth first reported a position in United Airlines in Q3 2019 and has held it in 27 quarters since.
  • Avion Wealth's United Airlines position peaked at $777K in Q1 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.