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Axxcess Wealth Management’s United Airlines UAL Stock Holding History

Axxcess 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 		$706K Buy
+5,189
New +$537K 0.01% 620
2026
Q1 		– Sell
-5,285
Closed -$591K – 956
2025
Q4 		$591K Sell
5,285
-3,597
-40% -$363K 0.01% 649
2025
Q3 		$857K Sell
8,882
-2,898
-25% -$279K 0.02% 482
2025
Q2 		$938K Buy
11,780
+2,684
+30% +$198K 0.02% 443
2025
Q1 		$628K Buy
9,096
+3,543
+64% +$335K 0.02% 495
2024
Q4 		$539K Buy
5,553
+318
+6% +$26.9K 0.01% 530
2024
Q3 		$299K Hold
5,235
– – 0.01% 693
2024
Q2 		$255K Hold
5,235
– – 0.01% 705
2024
Q1 		$251K Hold
5,235
– – 0.01% 735
2023
Q4 		$216K Buy
+5,235
New +$206K 0.01% 756

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

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

Axxcess Wealth Management opened a new position in United Airlines (UAL) in Q2 2026: 5,189 shares worth $706K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UAL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in UAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $938K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Axxcess Wealth Management held 5,189 shares of United Airlines worth $706K as of Q2 2026.
  • United Airlines was a new Axxcess Wealth Management position in Q2 2026.
  • United Airlines made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Axxcess Wealth Management first reported a position in United Airlines in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's United Airlines position peaked at $938K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.