Baker Avenue Asset Management’s United Airlines UAL Stock Holding History

Baker Avenue Asset 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	$564K	Buy	6,128 +2,312	+61%	+$242K	0.01%	394
2025 Q4	$427K	Buy	3,816 +1,041	+38%	+$105K	0.01%	418
2025 Q3	$268K	Buy	+2,775	New	+$267K	0.01%	505
2023 Q4	–	Sell	-82	Closed	-$3.47K	–	1420
2023 Q3	$3.47K	Buy	82 +63	+332%	+$3.19K	﹤0.01%	1023
2023 Q2	$1.04K	Sell	19 -58	-75%	-$2.74K	﹤0.01%	1163
2023 Q1	$3.41K	Buy	77 +58	+305%	+$2.78K	﹤0.01%	904
2022 Q4	$716	Buy	+19	New	+$771	﹤0.01%	1208

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baker Avenue Asset Management's UAL Position: Q1 2026 in Review

Baker Avenue Asset Management increased its United Airlines (UAL) stake by 61% in Q1 2026, buying an estimated $242K and bringing the position to 6,128 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #394.

Baker Avenue Asset Management first reported a position in UAL in Q4 2022 and has held it in 7 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Baker Avenue Asset Management held 6,128 shares of United Airlines worth $564K as of Q1 2026.
Baker Avenue Asset Management bought 2,312 United Airlines shares in Q1 2026, an estimated $242K.
United Airlines made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #394 holding.
Baker Avenue Asset Management first reported a position in United Airlines in Q4 2022 and has held it in 7 quarters since.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.