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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
Q2 		$22K Buy
162
+82
+103% +$8.49K ﹤0.01% 873
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

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

Bartlett & Co Wealth Management's UAL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its United Airlines (UAL) stake by 103% in Q2 2026, buying an estimated $8.49K and bringing the position to 162 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Bartlett & Co Wealth Management first reported a position in UAL in Q2 2019 and has held it in 15 quarters since. The position peaked at $25.4K in Q3 2023. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Bartlett & Co Wealth Management held 162 shares of United Airlines worth $22K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 82 United Airlines shares in Q2 2026, an estimated $8.49K.
  • United Airlines made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Bartlett & Co Wealth Management first reported a position in United Airlines in Q2 2019 and has held it in 15 quarters since.
  • Bartlett & Co Wealth Management's United Airlines position peaked at $25.4K in Q3 2023.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.