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 Q1	–	Sell	-1,887	Closed	-$211K	–	97
2025 Q4	$211K	Buy	+1,887	New	+$191K	0.06%	89

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

BWM Planning's UAL Position: Q1 2026 in Review

BWM Planning sold out of United Airlines (UAL) in Q1 2026, closing a stake of 1,887 shares — an estimated $211K sold.

BWM Planning first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

BWM Planning reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
BWM Planning sold 1,887 United Airlines shares in Q1 2026, an estimated $211K.
BWM Planning first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
BWM Planning's United Airlines position peaked at $211K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.