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BWM Planning’s United Airlines UAL Stock Holding History

BWM Planning’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 		$241K Buy
+1,773
New +$184K 0.06% 94
2026
Q1 		– Sell
-1,887
Closed -$211K – 97
2025
Q4 		$211K Buy
+1,887
New +$191K 0.06% 89

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

BWM Planning's UAL Position: Q2 2026 in Review

BWM Planning opened a new position in United Airlines (UAL) in Q2 2026: 1,773 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings. This is a return to the name: BWM Planning previously reported a position in UAL as recently as Q4 2025.

BWM Planning first reported a position in UAL in Q4 2025 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • BWM Planning held 1,773 shares of United Airlines worth $241K as of Q2 2026.
  • United Airlines was a new BWM Planning position in Q2 2026.
  • United Airlines made up 0.06% of BWM Planning's portfolio in Q2 2026, its #94 holding.
  • BWM Planning first reported a position in United Airlines in Q4 2025 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.