Bellwether Advisors’s United Airlines UAL Stock Holding History

Bellwether 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	$222K	Sell	2,416 -3	-0.1%	-$314	0.04%	152
2025 Q4	$270K	Hold	2,419	–	–	0.04%	115
2025 Q3	$233K	Buy	2,419 +3	+0.1%	+$289	0.04%	129
2025 Q2	$192K	Hold	2,416	–	–	0.03%	128
2025 Q1	$167K	Sell	2,416 -148	-6%	-$14K	0.03%	137
2024 Q4	$249K	Buy	+2,564	New	+$217K	0.04%	118
2024 Q3	–	Sell	-52,486	Closed	-$2.55M	–	144
2024 Q2	$2.55M	Buy	+52,486	New	+$2.64M	0.54%	46

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

Bellwether Advisors's UAL Position: Q1 2026 in Review

Bellwether Advisors reduced its United Airlines (UAL) stake by 0.12% in Q1 2026, selling an estimated $314 and leaving 2,416 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #152.

Bellwether Advisors first reported a position in UAL in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q2 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Bellwether Advisors held 2,416 shares of United Airlines worth $222K as of Q1 2026.
Bellwether Advisors sold 3 United Airlines shares in Q1 2026, an estimated $314.
United Airlines made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #152 holding.
Bellwether Advisors first reported a position in United Airlines in Q2 2024 and has held it in 7 quarters since.
Bellwether Advisors's United Airlines position peaked at $2.55M in Q2 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.