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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
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

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

Axxcess Wealth Management's UAL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of United Airlines (UAL) in Q1 2026, closing a stake of 5,285 shares — an estimated $591K sold.

Axxcess Wealth Management first reported a position in UAL in Q4 2023 and held it in 9 quarters. The position peaked at $938K in Q2 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,285 United Airlines shares in Q1 2026, an estimated $591K.
  • Axxcess Wealth Management first reported a position in United Airlines in Q4 2023 and held it in 9 quarters.
  • Axxcess Wealth Management's United Airlines position peaked at $938K in Q2 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.