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Beacon Pointe Advisors’s United Airlines UAL Stock Holding History

Beacon Pointe Advisors’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 		$766K Sell
8,325
-1,718
-17% -$180K ﹤0.01% 1101
2025
Q4 		$1.12M Sell
10,043
-1,638
-14% -$166K 0.01% 801
2025
Q3 		$1.13M Sell
11,681
-11,958
-51% -$1.15M 0.01% 720
2025
Q2 		$1.88M Sell
23,639
-3,004
-11% -$221K 0.02% 492
2025
Q1 		$1.84M Sell
26,643
-1,413
-5% -$133K 0.02% 481
2024
Q4 		$2.72M Buy
+28,056
New +$2.37M 0.03% 392
2024
Q2 		– Sell
-30,617
Closed -$1.47M – 1387
2024
Q1 		$1.47M Buy
30,617
+707
+2% +$30.3K 0.02% 573
2023
Q4 		$1.23M Buy
29,910
+7,797
+35% +$307K 0.01% 605
2023
Q3 		$935K Buy
22,113
+267
+1% +$13.5K 0.01% 648
2023
Q2 		$1.2M Buy
21,846
+3,434
+19% +$162K 0.02% 485
2023
Q1 		$815K Buy
18,412
+948
+5% +$45.4K 0.01% 600
2022
Q4 		$658K Sell
17,464
-8,294
-32% -$337K 0.01% 608
2022
Q3 		$839K Sell
25,758
-2,062
-7% -$76.7K 0.02% 504
2022
Q2 		$987K Sell
27,820
-20,727
-43% -$910K 0.02% 471
2022
Q1 		$2.25M Buy
48,547
+1,554
+3% +$67.4K 0.03% 421
2021
Q4 		$2.06M Buy
+46,993
New +$2.18M 0.05% 257

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

Beacon Pointe Advisors's UAL Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its United Airlines (UAL) stake by 17% in Q1 2026, selling an estimated $180K and leaving 8,325 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Beacon Pointe Advisors first reported a position in UAL in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.72M in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Beacon Pointe Advisors held 8,325 shares of United Airlines worth $766K as of Q1 2026.
  • Beacon Pointe Advisors sold 1,718 United Airlines shares in Q1 2026, an estimated $180K.
  • United Airlines made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1101 holding.
  • Beacon Pointe Advisors first reported a position in United Airlines in Q4 2021 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's United Airlines position peaked at $2.72M in Q4 2024.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.