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Bogart Wealth LLC’s United Airlines UAL Stock Holding History

Bogart Wealth LLC’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 		$39.2K Sell
426
-18
-4% -$1.89K ﹤0.01% 559
2025
Q4 		$49.6K Sell
444
-223
-33% -$22.5K ﹤0.01% 470
2025
Q3 		$64.4K Sell
667
-163
-20% -$15.7K ﹤0.01% 406
2025
Q2 		$66.1K Sell
830
-33
-4% -$2.43K ﹤0.01% 399
2025
Q1 		$59.6K Buy
863
+78
+10% +$7.37K ﹤0.01% 388
2024
Q4 		$76.2K Sell
785
-675
-46% -$57.1K ﹤0.01% 339
2024
Q3 		$83.3K Buy
1,460
+12
+0.8% +$555 ﹤0.01% 328
2024
Q2 		$70.5K Sell
1,448
-219
-13% -$11K ﹤0.01% 337
2024
Q1 		$79.8K Buy
1,667
+173
+12% +$7.41K ﹤0.01% 307
2023
Q4 		$61.6K Sell
1,494
-209
-12% -$8.22K ﹤0.01% 338
2023
Q3 		$72K Buy
1,703
+194
+13% +$9.81K ﹤0.01% 285
2023
Q2 		$82.8K Hold
1,509
– – 0.01% 261
2023
Q1 		$66.8K Sell
1,509
-300
-17% -$14.4K ﹤0.01% 282
2022
Q4 		$68.2K Sell
1,809
-50
-3% -$2.03K ﹤0.01% 267
2022
Q3 		$60K Buy
1,859
+50
+3% +$1.86K 0.01% 278
2022
Q2 		$64K Buy
1,809
+467
+35% +$20.5K 0.01% 257
2022
Q1 		$62K Buy
1,342
+8
+0.6% +$347 0.01% 258
2021
Q4 		$58K Buy
1,334
+125
+10% +$5.8K 0.01% 247
2021
Q3 		$58K Buy
1,209
+158
+15% +$7.44K 0.01% 237
2021
Q2 		$55K Hold
1,051
– – 0.01% 232
2021
Q1 		$60K Buy
1,051
+335
+47% +$16.4K 0.01% 218
2020
Q4 		$30K Buy
716
+416
+139% +$16.8K 0.01% 235
2020
Q3 		$10K Sell
300
-35
-10% -$1.21K ﹤0.01% 303
2020
Q2 		$12K Hold
335
– – ﹤0.01% 276
2020
Q1 		$11K Buy
+335
New +$22.2K ﹤0.01% 260
2018
Q3 		– Sell
-1,000
Closed -$69K – 355
2018
Q2 		$69K Hold
1,000
– – 0.04% 126
2018
Q1 		$71K Buy
+1,000
New +$69.1K 0.04% 120

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

Bogart Wealth LLC's UAL Position: Q1 2026 in Review

Bogart Wealth LLC reduced its United Airlines (UAL) stake by 4.1% in Q1 2026, selling an estimated $1.89K and leaving 426 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Bogart Wealth LLC first reported a position in UAL in Q1 2018 and has held it in 27 quarters since. The position peaked at $83.3K in Q3 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Bogart Wealth LLC held 426 shares of United Airlines worth $39.2K as of Q1 2026.
  • Bogart Wealth LLC sold 18 United Airlines shares in Q1 2026, an estimated $1.89K.
  • United Airlines made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #559 holding.
  • Bogart Wealth LLC first reported a position in United Airlines in Q1 2018 and has held it in 27 quarters since.
  • Bogart Wealth LLC's United Airlines position peaked at $83.3K in Q3 2024.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.