Bartlett & Co Wealth Management’s United Airlines UAL Stock Holding History

Bartlett & Co 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	$7.21K	Buy	80 +3	+4%	+$314	﹤0.01%	969
2025 Q4	$8.61K	Buy	77 +25	+48%	+$2.53K	﹤0.01%	944
2025 Q3	$5.02K	Buy	+52	New	+$5K	﹤0.01%	1004
2025 Q2	–	Sell	-1	Closed	-$69	–	1332
2025 Q1	$69	Buy	+1	New	+$94	﹤0.01%	1216
2024 Q3	–	Sell	-60	Closed	-$2.92K	–	1157
2024 Q2	$2.92K	Buy	+60	New	+$3.02K	﹤0.01%	1030
2024 Q1	–	Sell	-100	Closed	-$4.2K	–	1212
2023 Q4	$4.2K	Sell	100 -500	-83%	-$19.7K	﹤0.01%	1098
2023 Q3	$25.4K	Buy	600 +400	+200%	+$20.2K	﹤0.01%	769
2023 Q2	$11K	Sell	200 -200	-50%	-$9.44K	﹤0.01%	913
2023 Q1	$17.7K	Buy	400 +200	+100%	+$9.58K	﹤0.01%	731
2022 Q4	$7.54K	Buy	+200	New	+$8.12K	﹤0.01%	865
2021 Q3	–	Sell	-15	Closed	-$784	–	1075
2021 Q2	$784	Hold	15	–	–	﹤0.01%	985
2021 Q1	$863	Hold	15	–	–	﹤0.01%	997
2020 Q4	$649	Buy	+15	New	+$607	﹤0.01%	1113
2019 Q3	–	Sell	-5	Closed	-$438	–	936
2019 Q2	$438	Buy	+5	New	+$423	﹤0.01%	730

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

Bartlett & Co Wealth Management's UAL Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its United Airlines (UAL) stake by 3.9% in Q1 2026, buying an estimated $314 and bringing the position to 80 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Bartlett & Co Wealth Management first reported a position in UAL in Q2 2019 and has held it in 14 quarters since. The position peaked at $25.4K in Q3 2023. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Bartlett & Co Wealth Management held 80 shares of United Airlines worth $7.21K as of Q1 2026.
Bartlett & Co Wealth Management bought 3 United Airlines shares in Q1 2026, an estimated $314.
United Airlines made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #969 holding.
Bartlett & Co Wealth Management first reported a position in United Airlines in Q2 2019 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's United Airlines position peaked at $25.4K in Q3 2023.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.