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Avondale Wealth Management’s United Airlines UAL Stock Holding History

Avondale Wealth Management’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 		$938K Sell
6,900
-3,750
-35% -$388K 0.38% 28
2026
Q1 		$981K Buy
10,650
+1,200
+13% +$126K 0.48% 30
2025
Q4 		$1.06M Sell
9,450
-1,000
-10% -$101K 0.54% 25
2025
Q3 		$1.01M Sell
10,450
-7,250
-41% -$697K 0.54% 25
2025
Q2 		$1.41M Buy
17,700
+1,000
+6% +$73.7K 0.79% 22
2025
Q1 		$1.15M Sell
16,700
-300
-2% -$28.3K 0.73% 22
2024
Q4 		$1.65M Sell
17,000
-2,750
-14% -$232K 1.06% 17
2024
Q3 		$1.13M Buy
19,750
+3,000
+18% +$139K 0.73% 18
2024
Q2 		$815K Buy
16,750
+2,500
+18% +$126K 0.56% 21
2024
Q1 		$682K Hold
14,250
– – 0.48% 22
2023
Q4 		$588K Buy
+14,250
New +$560K 0.47% 23

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

Avondale Wealth Management's UAL Position: Q2 2026 in Review

Avondale Wealth Management reduced its United Airlines (UAL) stake by 35% in Q2 2026, selling an estimated $388K and leaving 6,900 shares worth $938K. The position accounts for 0.38% of the portfolio, ranked #28.

Avondale Wealth Management first reported a position in UAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2024. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Avondale Wealth Management held 6,900 shares of United Airlines worth $938K as of Q2 2026.
  • Avondale Wealth Management sold 3,750 United Airlines shares in Q2 2026, an estimated $388K.
  • United Airlines made up 0.38% of Avondale Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Avondale Wealth Management first reported a position in United Airlines in Q4 2023 and has held it in 11 quarters since.
  • Avondale Wealth Management's United Airlines position peaked at $1.65M in Q4 2024.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.